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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (7110)	5/10/1999 11:02:00 PM
From: jeffbas	Read Replies (1) of 78830

GIBG "great value play". I am skeptical as I described in my response to mention of another one here earlier today (on that one's thread). It is not just the Internet but easily usable CDROMs like Greetings Workshop, which are hitting the industry with erosion which I would guess swamps any small traditional positive trend. It is pretty nice to produce a card for zero versus $4-5. This materially undercuts the purchase by or on behalf of secondary users like children. I do not like to invest in businesses with a major negative SECULAR trend. You can only go so far with monopolistic price increases. I'd love to see the trend in card counts sold for the industry.

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