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

To: Madharry who wrote (8561)	10/8/1999 10:50:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78495

Has anyone seen or heard the reason for TOY moving today - I haven't been able to find any. XRX seems like a major over reaction IMHO. But then again, it seems like it is par for the course - take a blue chip which is still making money down 30% in a day down to just north of a ten multiple. Can everyone get out the door at once?

To: Madharry who wrote (8561)	10/8/1999 12:17:00 PM
From: Terrapin	Read Replies (2) \| Respond to of 78495

Hi Armin, Re: Xerox Throwing out the baby with the bath-water? It sure looks like it. But the reasons given by management also sound pretty ominous: increased competition, unfavorable product mix, restructuring. Increased competition, well, what can you do. But the last two sound like management's responsibility. (plus a pretty high debt level) If I am to buy this stock as a growth-stock-at-value-prices then I am going to have to have some reason to suspect that management can overcome these obstacles. I do not watch this company so I'll leave it to the thread to comment on that. If I am to buy this stock as a market-overreaction-value stock then your guess is probably better than mine. I have not done too well with these since the ones that I buy tend to continue lower in fits and starts. If anybody has any tips on doing this successfully I am more than willing to listen! :) Could be a great opportunity to get into a large technology company so I will look into it this weekend. Hope this isn't another case where the market moves faster than I do!