Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Irish who wrote (79396)	6/15/2002 11:50:32 AM
From: Zeev Hed	Read Replies (3) of 99280

Irish, I think that GLW will survive (they have quite a lot of cash, however, they also have some debt, more then they have cash). I don't think they are worth buying yet, I have no idea where they should be bought, real book value is in the $3/share area, and frankly, they may have to close more facilities, they carry on the book some $5 B in facilities, which could be cut by another 25%, their DOS are more than 90 days another potential source of write offs. I would guess than an OB around $2 for the very long term might not be a bad idea. Zeev

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