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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (13535)	1/3/2002 12:22:01 PM
From: Bob Rudd	Read Replies (1) of 78567

Paul, Just to be clear...my comments were regarding asbestos exposure generally. After watching the likes of Armstrong, USG, CCK and others that weren't directly involved in the high risk blown insulation business slide into bankruptcy despite prior protestations that their exposures were manageable, I have newfound respect for the creativity of tort litigators when it comes to turning a minor exposure into a company killing disaster. Unlike Jim Clarke, I've never looked at CBE, so I'm saying nothing specifically about them.

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