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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (13442)9/12/2002 2:54:00 PM
From: Bob Rudd  Read Replies (1) of 78596
 
LATD: Back in @.71 - Net cash per share: 1.41. Slow cash burn could speed up a bit if they don't adjust to recent loss of HPQ - major customer that was 20% of revenues...they're working on cutting costs now. Citigroup recently increased their positon to 7.2% Best outcome would be purchase by a larger videoconferencing player. Speaking of which, it surprises me a bit that the videoconferencing industry hasn't taken off like a rocket. It's improving, but not like you'd expect given hassles of air travel... [comment from a book, "the operating model for airlines is 'transporting livestock'"...and that was written well before 911]
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