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Gold/Mining/Energy : ALE/TSE Sleemans
ALE 67.320.0%3:59 PM EST

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To: John Korven who wrote (63)2/17/1998 6:56:00 PM
From: paul s.  Read Replies (1) of 272
 
John:

All B.S. aside, for UCB to be charging a premium in ridiculous.
There is no doubt that "quality" (not perceived but REAL) has no bearing on the price. Having said that, I'm starting to think that Sleeman needs to have a few premium money makers in its line up, and it may be best to keep a couple where they make sense operationally (enough volume to warrant Sleeman continuing).

If they can continue to get people to pay more for those brands, then more power to them, since Sleemans can make it cheaper (and better)than UCB ever could.

They can market under separate name, because people have short memories and will forget Sleeman makes them in a couple of months, and it could be just business as usual for the UCB brands after the takeover...

Just rambling I guess...

paul
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