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Strategies & Market Trends : Value Investing

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To: Allen Furlan who wrote (11038)	8/4/2000 11:57:54 AM
From: James Clarke	Read Replies (2) of 78523

Thanks for the heads-up on Lanier. I 'm just buying thousand share blocks as I listen to the conference call. In my view after doing financial analysis then listening to management answer questions, this is not nearly as risky as it looks, though there is not a rock-solid margin of safety on the downside. The upside from this level just seems to be so huge that I'll take that risk. This is not what a stock trading at 3/4 usually looks like - Lanier is a real company, though in a very tough business. The balance sheet is scary, and if the company were not generating big free cash flow I would not have touched it. I think the conference call should still be available on videonewswire.com.

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