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Strategies & Market Trends : Value Investing

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To: Freedom Fighter who wrote (6774)	4/16/1999 2:50:00 PM
From: Bob Rudd	of 78745

Borders: A big plus IMO is that David Dreman has an 11% stake aa.mlive.com, I would still be put off by the minus of 896 mall-based and other bookstores primarily under the Waldenbooks name. With the growth of the Net-based resellers like Amazon and experience/selection oriented superstores offering added values, and best sellers available everywhere at 30 - 40% off I gotta believe mall-based and smaller freestanding units are aren't gonna work...and they've got 900 of em...OUCH!

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