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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (7564)	6/25/1999 2:30:00 PM
From: Allen Furlan	Read Replies (1) of 78644

Armin , I am going into s3 through back door. I have position in diamond multi media which just got snockered with a buyout bid from s3 below the market value of dimd on announcement day. My first inclination was to sell the dimd but if the Greenberg column is correct the total cash of s3 will exceed market cap if they sell their United Micro stock. Have you investigated the United Micro relationship with s3 and do you think the Greenberg report is reliable?

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