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Strategies & Market Trends : Value Investing

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To: blankmind who wrote (13757)	2/15/2002 2:12:13 PM
From: 249443	Read Replies (2) of 78530

re: SOFN Message 16831399 Blankmind, I'm looking forward to the 3/31/02 date for SOFN. What's your opinion of the company's breakup and/or liquidation value? I differ from your perspective, in that I assume a $0 value for the tax credit. But I would appreciate to hear a brief valuation breakdownon SOFN (i.e., cash, intangible factors, etc.) -- and your prediction for final breakup value. I personally see a liquidation in the $2.75 - $3.00 range, but would like to hear from you why this is a lowball number -- if that is still the way you feel. Did management state that 3/31/02 is a cutoff or liquidation would occur? Or could this "sale or liquidation" process continue indefinately? Thanks.

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