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

To: James Clarke who wrote (10445)	4/27/2000 4:59:00 PM
From: David	Respond to of 78958

James: Came close to adding to my EBSC position today. Really was on the edge of my chair trying to gather up enough nerve. Might follow your lead tomorrow. Question: also along the lines of retail, have you taken a look at TOM?? Still holding strong on ANF. Hope there is no need for taking further deep breaths on that one. The entire retail sector seems so undervalued. Any thoughts??

To: James Clarke who wrote (10445)	4/27/2000 6:20:00 PM
From: Tomato	Read Replies (3) \| Respond to of 78958

If you're another retailer looking to buy EBSC, about how much per share would you offer? Since EBSC hired an investment banker or whatever to look into "enhancing shareholder value" (I assume that means they're for sale) what kind of time frame are we looking at now before a buyer might be found? Would you expect positive developments (e.g. an offer or two) to leak and be reflected in the share price (which means no offers, doesn't it?)? Thanks.

To: James Clarke who wrote (10445)	4/27/2000 6:30:00 PM
From: Madharry	Respond to of 78958

I barely inhaled and added to my position in ALSC today. Company reported nice earnings and the conference call was positive and illuminating. Their strategy of shifting resources towards communication and wireless appears to be bearing fruit. As I have stated before the company sells at a discount to its investment portfolio and it is now apparent that their core business is worth something. CEGE continues to be way undervalued but I purchased my fill of it already so I will just wait with it.