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

To: James Clarke who wrote (11104)	9/2/2000 7:56:49 AM
From: David	Respond to of 78741

James: Welcome back. The board has been quiet while you were gone. EBSC made a surprising announcement while you were away. You read about their self tender by now I'm sure. Volume on the stock has remained high; probably Arbs see an opportunity here somewhere above 4 1/2. I am still holding and was preparing to buy more in the low 3s, but my psyche wouldn't allow it. Same old refrain, Wish I had ... Also been watching GTSI. I am kicking myself there too. Thanks for your input on SPOR. I will be looking into that one soon, as your picks over the past few years have consistantly worked very nicely, and usually within six months.

To: James Clarke who wrote (11104)	9/2/2000 9:06:29 PM
From: peter michaelson	Read Replies (3) \| Respond to of 78741

Hi Jim: Thanks for bringing SPOR to our attention. Do you have any insight into those high inventory levels? Gosh, seems like 150 to 180 days worth. Of course, even if half of it is written off, still a strong net-net indeed. Looks like much of the cash has come from reducing inventory levels. Wonder if more reduction is in order. I think it bears mentioning that they are having a bad year. If earnings turn around, it will be a very strong pick. Thanks again. Peter