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


To: Wallace Rivers who wrote (8646)10/14/1999 12:24:00 PM
From: jeffbas  Read Replies (1) | Respond to of 79293
 
Comment on SEMI:

post.messages.yahoo.com

Note the last paragraph for one way to look at valuing a distribution company like this.



To: Wallace Rivers who wrote (8646)10/14/1999 1:16:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 79293
 
re: SSI. If based on min. buyout conditions, as I recall that would be about $10.19. These buyout deals are down because of financing issues and fears, imo. With increasing interest rates, and threat of another Fed hike, even with deals where commitments are made, there is risk that deal will be reevalutated or postponed.

Given that, SSI still looks like a good bet, imo.