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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (9817)	1/31/2000 4:23:00 PM
From: Bob Rudd	of 78427

Paul: AVS I circled around it again today thinkin 'From 40 to <9 it's gotta be a bargain. PS is now half AVL, but negative operating cashflow, 1.6 Debt/equity, recent aquisition [?!], computer system uncertainty, & BIG earnings surprise lead me to think there's going to be more 'Buying opportunities' ahead...and oh do I hate to be an owner when those happen. AVL was interesting because while not quite as beaten down as AVS, it only carries .3 Debt/equity and thus is better positioned to weather uncertain cashflows. Strategically, it looks like both these guys are trying to reposition for ecommerce future - will someone with no prior baggage come in with a more efficient value-chain and beat both of them to death with it? I don't know, but with distributors I think it's an important question to ask especially given the 0 cost of capital accorded start-up B2B's. 4 kinda comparables: quote.yahoo.com Thanks for sharing your thoughts with me on this, bob

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