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Strategies & Market Trends : Value Investing

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To: Dale Baker who wrote (12267)	4/3/2001 5:26:19 AM
From: Bob Rudd	Read Replies (1) of 78748

Dale - AREM: In addition to the greater visibility from more conservative revenue recognition, they mentioned that their customer base is widely diversified [4 verticals & geographically dispersed], hasn't participated in recent overbuilding bubbles, and is not correlated with US tech that did. I was surprised you mentioned hedge-fund shorting. The short interest has been low [1%]. Do you know anything specific as to who's shorting. I've suspected the selling is coming from funds facing redemptions and Driehaus [was largest institutional holder, whose website indicates proclivity to sell on weakness]. Brandywine is largest fund holder, but I see them as value-oriented and unlikely to sell based on price weakness without fundamental reasons. Another possiblity may be entities receiving stock in recent acquisitions. Glad to have a fellow AREM follower on this board.

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