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Strategies & Market Trends : Value Investing

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To: Ron Bower who wrote (1422)	6/26/1997 5:40:00 PM
From: Terrapin	of 78717

A lot of what you wrote looks good. Have you checked to see what the earnings would have been with the charge subtracted out? If earnings were still on track minus the charge then the market clearly over-reacted. Below book value is probably good but why? Young start-up or has it been maligned in the past and is stigmatized? The insider buying is never a bad thing but would still like more information. It is good that the company is expanding but what is driving the expansion? How are they financing it? If the acquisitions are accretive to earnings then I would be very interested; if they are issuing additional debt... Frankly I wouldn't base a decision on just the information you've provided but it does sound like the kind of company I'd like to invest in. PLEASE - no secrets now :) Name that company!! John

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