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

To: Paul Senior who wrote (11091)	8/23/2000 5:15:33 PM
From: Madharry	Respond to of 78507

I took a position today in MMM. I recently read an article in Forbes and lo and behold they have some kind of fiber optic unit that generates revenues of $2B a year and operating profits of $400MM and is growing at over 20% a year. It isnt brain surgery to figure out that if this unit was independent it might sell for close to what the entire company is worth on a comparative basis. The company also has a health products unit that would also fetch a large valuation as a separate entity. My guess is that sooner or later the existing management is going to restructure the company or the shareholder will for ce new management in to do it. In the meantime you get a company that pays a dividend and generates nice cash flow.

To: Paul Senior who wrote (11091)	9/13/2000 5:58:08 PM
From: Allen Furlan	Read Replies (2) \| Respond to of 78507

Paul, I havn't seen you post on value thread for a while. What gives? Here is an idea that belongs on the arbitrage thread but thought it deserves greater exposure. There are a few intelligent posters on yahoo(few and far between) but one is the "gasman" who posts on utility arbitrage situations. He and a friend have started their own home page on this subject. Look at takeover page and see if any of the candidates are among your favorites. Thanks.http://www.arbhelp.com./takeover_screen.htm