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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: marc chatman who wrote (82405)	7/18/2000 5:44:19 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

marc, I have been pretty negative on Xerox since about 1976, but it is so cheap now that I may take another look. My reasoning was that their's had become a commodity business and that management was not a rack of sinuses, yet it continued to sell at a growth stock premium. It is now selling below the market, but I would have to do more work before throwing holy water on it. Wac came from Dave Feldman, who is a bargain hunter par excellence. I am a valuation player, not a value player, but Warnarco is starting to appeal on both scores. I don't think there is huge risk here. I just don't know when the upside will ever be seen.