International Paper (IP) Message Board

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Gold/Mining/Energy : International Paper (IP)

IP 37.36

-1.4%

Nov 14 9:30 AM EST

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To: chartseer who wrote (21)	2/2/1999 2:01:00 PM
From: The Other Analyst	Read Replies (2) of 29

The divergence is because the two companies are becoming dissimilar. IP is hell-bent on staying the biggest paper company in the world. It has bought Union Camp (pending), Federal Paper Board, a majority of Carter Holt Harvey in Australia, among many others. Meanwhile, Weyerhaeuser has been largely shedding assets, and frankly doing a better job than IP for its longer-term shareholders. WY wants to be the best, IP wants to be the bigest.

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