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

To: James Clarke who wrote (9958)	2/14/2000 11:39:00 AM
From: Madharry	Read Replies (1) \| Respond to of 78667

Here is another possible value play by my standards that is starting to get recognized- Ingram Micro. On October 2, 1999 it owned about $350MM worth of Softbank, a super duper internet play. If you like Softbank which I am sure is a big if for value players or if you want to diverisify into the internet realm. Softbank has about quadrupled since that time and if-a big if IM held on to their shares that is a quadruple since then. Meaning IM minus Softbank goes for about $400MM. IM IPOed at $18 and is now going for $13.5 having moved up a lot in the past day and a half after going nowhere in awhile as the largest computer distributor in the world. The company is looking for a ceo and there are rumors of a buyout as well. This is a profitable business that is not going to dissapppear IMHO. I believe that it would be difficult for any organization to build the infrastructure set up by the company and that infrastructure would be useful for any company wanting a B2B global distribution facility.

To: James Clarke who wrote (9958)	2/14/2000 9:25:00 PM
From: Paul Senior	Read Replies (5) \| Respond to of 78667

Interesting to see what the WSJ says Mr. Buffett is reporting that he has or had acquired. He's sticking with and adding to top financial - Citicorp. GMT is new on his list. Mentioned here several times though. Surprise to me: woman's apparel - Liz Claiborne Inc. (LIZ)(per a Reuter's report) and Jones Apparel Group Inc. (JNY). Wonder what's wrong with or how he missed ANN (which I've been monitoring). His co's here both sell classy clothes (I'm guessing) still subject to whims of fashion?? Disappointed he bought DNB. Not one bit surprised though. Great franchise(s). Been monitoring recent drop - missed my price on Friday. May be too late now. I may step up tomorrow am. Already own one similar co. because I've considered it typical Buffett. Paul