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

To: Bill Zeman who wrote (6747)	4/15/1999 2:50:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78467

B. Zeman: re: MI. You are looking at it incorrectly IMO. You need to focus on price to book value and price to sales IMO. Especially over past years. Do not let rapid % rise, semiconductor business or semiconductor mix deter you. Nor where the bottom might be. All IMO. Focus on 2 years out IMO. It is a value stock IMO. Still, IMO. Paul Senior: still long - MI, ARW, GWW, CENT - all posted here before.

To: Bill Zeman who wrote (6747)	4/15/1999 1:23:00 PM
From: Allen Furlan	Respond to of 78467

Bill, I play these situations a little differently. Bought 1000 shares and sold 5 May 15 and 5 May 17 1/2 calls for net cost of 13 1/2 per share. The call premiums were very rich. My own opinion is that the stock will stay above 14 over the next month based on the recent run up and the banter of the "Yahoos" to keep momentum up. Just an opinion. I was sorely tempted to buy more IDTC today at 26 1/4 and sell May 25 calls at 5, but I already am in holding status with my May 15 and May 20 covered calls. Good luck.