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

To: cfimx who wrote (2119)	2/12/2000 10:14:00 AM
From: James Clarke	Read Replies (2) \| Respond to of 4691

Thanks. That's some great work.

To: cfimx who wrote (2119)	2/16/2000 7:27:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 4691

Twister: WPO - Great work, looks undervalued, but with some modest caveats which you might care to address: Insider selling by Pres & CB, No apparent insider buying Concern over newspapers viability in age of digital info delivery: High fixed costs in physical plant; Profitable classified biz under attack from online auction and classified sites; Ad revenue generally under attack from various media options including online; News content broadly available online - It's not that everything they do migrates online, just that enough does they may not make enough to thrive or even survive 5-10 years from now. Perhaps Thompson's sale of it's newspaper holdings is a warning? While WPO has online properties with good growth potential, wouldn't that be offset if the newspaper end of it had a 5 year half-life? Respectfully, bob