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

To: cpabobp who wrote (11366)	10/24/2000 3:43:35 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78614

cpabob: <<One thing I don't understand about T is that no matter how many ways you slice the pie, it's still the same pie.>> I'll take an inelegant stab at this. Using the pie as analogy, if T were a combination blueberry, cherry, strawberry, and lemon pie. Those that favored any one of those flavors and disfavored the others would pay a suboptimal price for the less favored flavors. But when separated, those preferring each individual flavor would bid up the price of that flavor without reducing thier bids for what they didn't want. In addition, some spun off portions may outperform when unencumbered by corporate bureacracy [Lexmark, post IBM, is poster child for this]. The above is about general advantages of split ups, and really not specific to T.