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

To: Smacs who wrote (9722)	1/24/2000 12:59:00 PM
From: Jim Oravetz	Read Replies (3) \| Respond to of 78520

FWIW, Jeff Neff?s Picks, from Barron?s Name/Symbol/EPS est./2000 PE Washington Mutual/ WM /$3.70/6.7 Bank of America/ BAC/ $5.40/8.7 D.R. Horton/ DHI/ $2.80/ 4.6 Toll Brothers /TOL/ $3.10/5.9 Highwoods Properties/ HIW/ $3.85/6.1 Delta Air Lines/ DAL/ $7.00/ 7.3 Owens Corning/ OWC/ $5.25/3.8

To: Smacs who wrote (9722)	1/25/2000 3:01:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78520

Smacs: LII, ATYT. thanks for the info. on LII. I'm somewhere in the midst of it since I bought SVE as an arbitrage play. (And as you know, LII is just completing its acquisition of SVE.) And I'm still considering whether to hold LII shares. ATYT. I only find two year's of data for "GREAT earnings and revenue history" stocksheet.com (I suspect it may be my problem in finding information on Canadian companies.) My guess would be that most value investors here could not consider, ATYT to be a value stock now with its current p/e, p/bk, p/sales and short(?) history. But even if so, this of course does not mean that ATYT could not be a very profitable purchase, especially if some of these "design wins" are achieved. JMO, and I've been wrong many, many times.