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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16350)	4/24/2003 10:57:38 AM
From: Bob Rudd	Read Replies (2) of 78519

PLCM Added on SARS news an example: "Yet SARS fear has created a few upsides. In typical Wal-Mart fashion, the world's largest retailer says its move to videoconferencing could further help cut its costs. "This is a learning experience and we may find we don't have to do as much travel," a spokesman says." PLCM is the largest publicly traded Videoconferencing play and they've recently been taking back share from non-public Tandberg in what has been [up to SARS] a tough market. I don't pick up a bus related SARS article without seeing videoconferencing mentioned as way to deal with it. PLCM has $5 a share in cash [look at long as well as short investments to find it]. Added to RPM on potential for asbestos releif - a recent drag on RPM. See NY Times, 'Asbestos Accord Said to Be Near' article [should be avail for 7 days, free reg required]..even the Trial lawyers assoc is getting behind it, though other lawyer groups oppose. I like the chances of something happening on this.

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