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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (7656)	7/4/1999 2:04:00 AM
From: James Clarke	Read Replies (1) \| Respond to of 78763

Southern Energy is a minor player in this industry - I had never heard of them until now. Fundamentals in the industry are not rosy, granted. If they were, you'd really have to question whether we're on the right page on long term valuation. But to extrapolate Southern Energy to Clayton is a stretch.

To: jeffbas who wrote (7656)	7/4/1999 11:49:00 PM
From: Shane M	Read Replies (1) \| Respond to of 78763

jeffrey, re: inventory glut in manufactured housing. One thing I might add here is that in its most recent 10K Champion indicates it sees excess inventory in certain markets, but feels it is not correct to paint all markets with this brush. Although it's dangerous to say "it'll be different with my company", there may be room here for underperformance to be isolated to certain players. Champion recently reported they were comfortable with concensus estimates. Shane