Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (1269)	6/9/1999 6:58:00 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 10293

As featured on CNBC... Maytag and TRBO may be out of time and out of luck: geappliances.com

To: Bill Wexler who wrote (1269)	6/9/1999 7:02:00 PM
From: Peter V	Read Replies (1) \| Respond to of 10293

THe VLNC PR was laughable, transferring raw materials to one of its own divisions. You are right about one thing, CCSI has consistently failed to provide details in its PRs allowing any kind of analysis of potential revenue streams, and this one is no exception. The difference I see is they got the distributor to make a positive comment. I guess we will see tomorrow morning.

To: Bill Wexler who wrote (1269)	6/10/1999 10:19:00 AM
From: TRIIBoy	Read Replies (1) \| Respond to of 10293

Thought you would be interested in this from the Street.Com: Value managers often consider more than just price-to-earnings or price-to-book ratios. To these managers, price and profits also matter. When considering a stock, Oakmark Select's manager Bill Nygren tries to estimate the price an acquirer would pay if buying the entire company in cash. "The basic assumption is that the acquisition value number is intrinsic value and that over time the economy pushes stocks to their intrinsic value," says Nygren, who also believes that patience is definitely a virtue. Wally Weitz and Rick Lawson of the Weitz Series watch discounted free cash flow. "I go where I find value," says Lawson. In the past, that led him to cable companies and wireless telecom, part of the reason for the fund's recent success. Now that value is apparently back in vogue, where are these managers looking? Far from the crowd once more -- and again with a long-term time frame. Lawson likes American Classic Voyages (AMCV:Nasdaq), which runs the Delta Queen steamship line. "This is one that will drive people crazy because nothing much in the business is going to happen in the next three years." He's also putting money into Data Transmission Network (DTLN:Nasdaq). "It's an interesting niche business run as it should be."