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

To: Knighty Tin who wrote (86262)	12/4/2000 10:09:55 PM
From: Sid Turtlman	Read Replies (1) \| Respond to of 132070

"but it is hard to think of a co. that has become a verb (nobody says "Canon this report") disappearing totally." Oh, they do, they do. In the 1970's I had some trades in Barber-Greene, the company that for many decades dominated the business of asphalt road paving equipment. In a good chunk of Africa, paving a road was referred to as "barbergreening" it. It went belly up in the mid-1980's. The other thing I remember about that company was that one of its officers had the name "Urban Hipp", making him the first CFO to be named after a segment of society.

To: Knighty Tin who wrote (86262)	12/5/2000 11:36:20 AM
From: yard_man	Respond to of 132070

company has a history of great innovation ... that they have failed to capitalize on over and over. I don't think they are a good deal at any price -- let too many big ones get away ...

To: Knighty Tin who wrote (86262)	12/5/2000 12:30:16 PM
From: HandsOn	Read Replies (1) \| Respond to of 132070

Good entry on VASO here.

To: Knighty Tin who wrote (86262)	12/5/2000 12:40:09 PM
From: benwood	Read Replies (1) \| Respond to of 132070

Michael, I sold my last little bit of Starbucks recently and think that they are overvalued perhaps 30% right now, perhaps 40-50% from a good long term buy-in. My current view is that they do have a good long term prospects. So there's current price outstripping growth and dilution, and there was the $65 million they threw down Internet ratholes (but promise never to that again!) which has made their P/E look much higher but is not a continuing problem if you believe that they are no long on drugs. Is there more going on in your view that poses a long term problem (say 2-3 year horizon)?