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

To: jeffbas who wrote (8601)	10/11/1999 2:05:00 PM
From: peter michaelson	Read Replies (2) \| Respond to of 78746

jeffrey, you err there, because I was one of the 3 buyers. 8=} It is like having 3 unrelated sophisticated investors

To: jeffbas who wrote (8601)	10/12/1999 11:26:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78746

Jeffrey: <<I think that NH also falls into our 3 buyer category>> Currently, that is post CSE or including pre-Case period? Not same, IMO. I haven't looked hard at post-CSE NH, but my rule of thumb is thumbs down on post merger situations - merger premium often not justified, market values differently than control buyer, difficulty integrating and realizing often illusory synergies. In sum, lot's of potential for ugly news....rather buy after the whack as in WMI, MAT both poster children for post-merger blues. bob