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

To: Paul Senior who wrote (6106)2/25/1999 1:21:00 PM
From: John Stichnoth  Read Replies (1) | Respond to of 78516
 
If I may: Not on GML, but on distributors. Over the past few months I've looked at several, in a couple of industries. The segment seems to have the highest incidence of "disappointing" vis-a-vis estimates. But maybe that's just anecdotal evidence--I've not done a systematic measurement. Medium term, the segment stands to face the brunt of the onslaught of ecommerce, unless they can demonstrate real value-added activities.

Just a knee-jerk reaction.
js



To: Paul Senior who wrote (6106)2/25/1999 2:11:00 PM
From: Ron Bower  Respond to of 78516
 
Not a traditional value stock, but worth mentioning.

I took a position in SNLK (4.125) for growth. It was referred to me thru email by a telephone design engineer that helps me understand tech. He says they have the best system if it's type and the new relationship with InterTel should greatly expand their sales. If you review, look at the Insider buying.

FWIW,
Ron


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