ROC: The ROC Taiwan Fund Message Board

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Strategies & Market Trends : ROC: The ROC Taiwan Fund

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To: Bill Fortune III who wrote (9)	4/23/1998 2:06:00 AM
From: peter michaelson	Read Replies (1) of 18

Bill: Took a quick look at Westwood. I think it bears mentioning that more than 100% of the excess of book value over share price is made up of goodwill. In other ways, too, it seems a highly illiquid balance sheet and not the sort that one would depend upon to support a share price in the event of a downturn in earnings. Please refute these points, if you care to, as I am always on the lookout for shares selling for under book value. Peter

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