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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (9927)2/10/2000 1:29:00 PM
From: James Clarke  Read Replies (1) of 78662
 
re: HAS, MAT
I like the "prarie-dog" metaphor.

Your logic on Mattel's inability to capture the big deals in the future due to management turmoil is a very good point. But let's think about who they announced a partnership with a few days ago. I believe Jill had a seat on Microsoft's board until she resigned about six months ago, so that may partially explain it. But these guys aren't dead. I have not added to Mattel, but I have not sold it either. I am waiting for the 10-K to really dig into the balance sheet and especially the cash flow statement.
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