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Strategies & Market Trends : Value Investing

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To: John Langston who wrote (5426)	12/15/1998 2:37:00 AM
From: Paul Senior	of 78717

John Langston. re: ATI. Yes, have started a small position in ATI also. But I don't think it's a value play. Not possible for me anyway to evaluate on pe, bv, roe basis. Also I'm not able to evaluate worth of their franchise(s) or the competitive factors which will affect them. I'm betting on the growth of their Euro. operations and their strength in securing "alliances, acquisitions, and market development" quoting you. I do think ATI is a fairly risky bet though - for me anyway. Also - in ref. to an earlier post of yours - I too am planning to add to my very small Slob position when (if) it gets near recent lows again. Here too, IMO, SLB not a value stock - but Schlumberger is the dominant oil service provider IMO. With mega mergers in oil industry, I read that demand for oil supplier services will contract. That may or may not be true, but SLB is close to selling near relative (pe) lows. JMO, Paul Senior

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