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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (3253)2/23/1998 3:54:00 AM
From: Madharry  Read Replies (3) of 78566
 
I looked at this company and have the following concerns: Management- do they know what they are doing? Are they shareholder friendly? Sales growth seems to have come from buying up 17 business in the past couple of years. I read that these businesses were purchased for shares but the votes tied into the shares were stripped as long as they were held by the current owners. This effectively gave control to management, which seems to be the Pacholder family. Also they adopted some sort of shareholder rights plan. Can you confirm any of this? How easy will it be do manage these disparate businesses?

on a general note does anyone have any opinions on NCR or Eastman Kodak? NCR looks like a cheap but poorly managed company. It has a pSR of .5 and $10 a share in cash and no debt. But i keep wondering why can't this company make some money and what is its plan to do so? It has a franchise in ATM machines and good connections with a lot of banks and presumably some expertise in year 2000 issues. Also some 20,000 employees (room for cost cutting) Any views?

Kodak is a global consumer franchise, which also seems to have problems making serious money.

The last idea is Spyglass. it may seem farfetched to consider as a value play but for an internet stock it looks almost reasonably priced relative to revenues. It is focusing on developing browsers for use with non-pc-s, using cheaper code. It also has some cash on hand and no debt. If nothing else it looks like a cheap investment for a telecom stock like lucent or motorola. I say all this as someone who is a non-tech and would would appreciate any insight on the company and its prospects.
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