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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12230)	3/28/2001 6:41:56 PM
From: cpabobp	of 78673

RE: MAN I can see a little appeal compared to competitors, but I just wonder more about the business model. With all these large companies laying off thousands of workers, does that mean that the first step will be to hire temp help? or will the temp help dry up with the layoffs? I am by no ways or means an economic specialist, but I think there is too much uncertainty about their future revenues/earnings. I'll pass on MAN. I've been somewhat inactive lately, but am close to restructuring my holdings again. I have been looking at Albemarle (ALB) as a solid non-tech/stable earnings/dividend play. Although, I am still trying to justify the difference between them and any of their competitors.

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