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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Original Mad Dog who wrote (55139)	10/4/2000 8:25:25 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 63513

I know, I was stoopid.

To: Original Mad Dog who wrote (55139)	10/4/2000 8:48:55 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 63513

Mad Dog: At this level XRX is a value play. The enterprise value of the operations is worth more than the current stock price. Now wheter the board can realize this value now or let the company lose more value over time remains to be seen. I would bet a KKR or other LBO fund would think there is a good opportunity here. There are a lot of managers and directors who have worhtless stock options or the 401k is now a pittance to a year ago. They will now start to look for any salvation. 207.61.23.98 Tim