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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Lex Luther who wrote (6982)	7/20/1999 6:55:00 AM
From: Justa Werkenstiff	Respond to of 15132

Lex: You are much closer to this SFAM-NVLS thing than me. I am on the outside looking in. You seem to be on the inside looking out. I would love to trade places with you because as an outsider looking in I am skeptical of any premium acquisition of SFAM by NVLS because of the dead action in SFAM stock alone. I have had to change my thinking since NVLS got hit yesterday. It certainly would be a good time to do a straight stock deal with SFAM with NVLS in the crapper. In this manner, SFAM would be the benefit of a bootstrap price recovery in the shares of NVLS making shareholders of SFAM happier at least. No matter what I think any potential exchange ratio should be, the market is telling me that no greater than .30 NVLS for SFAM is what is targeted for any merger. I would like .40. But if this were the deal, I would have to believe the market would be pushing up the price of SFAM as everybody and his brother thinks this is a done deal and if the market knows it is a done deal it would also know the exchange ratio. One sure sign that any deal imminent at a better exchange ratio is to see SFAM moving higher on no news and high volume. It will sure be an interesting cc after SFAM announces earnings on July 21.