Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: M CAHILL who wrote (976)	1/8/1999 8:38:00 PM
From: Shane M	Read Replies (2) \| Respond to of 4691

FWIW, First, why did you buy them if you don't know if you should own them? I recognize a few on your list and will freely give my opinion on the stocks. Whether these should be in your portfolio is an entirely different question. This is all IMHO From the list you mention I'm holding Peoplesoft and am watching DIS for a buy. I probably wouldn't sell DIS if I owned it now. Wish I could get a buy price somewhat lower though. I used to own Manugistics but got burned and sold at a loss. Management there is questionable IMO. The only reason to hold this one I think is to hope for a buyout. A buyout will eventually come, but at what price? The company is bleeding red. I've decided I'm going to sell when the only hope for a company is to find a buyer to save its ship. Many on the value thread like Case, and I agree that it's probably undervalued. I can't determine a buying time here though. I'd probably hold it now if I was already an owner. Don't recognize any of the others. Shane

To: M CAHILL who wrote (976)	1/9/1999 5:45:00 AM
From: Jyoti sharma	Respond to of 4691

M Cahiill, I own PAP, IST, Z. I think PAP, IST will double your money when Asia recovers. Both of these companies have very good management. IST is a better steel recovery play than most US steel companies. Z is simply undervalued. I purchases the at yearly lows and they are showing some signs of life. I would love to buy NWS, DIS at slightly lower prices. PSFT is a very good company but I understand SAP is giving them a run for their money. Long term PSFT should work out. Jyoti