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

To: valueminded who wrote (11568)	12/11/2000 9:00:20 PM
From: peter michaelson	Read Replies (2) \| Respond to of 78701

Chris: Isn't SOFN in the cable broadband business? At June 30 they had about $8 in cash per share, but eating thru it at $1 per share per quarter. A 10K should be coming out this week. At least that's what I see. Peter

To: valueminded who wrote (11568)	12/11/2000 9:28:33 PM
From: rjm2	Read Replies (2) \| Respond to of 78701

I own some MOVI. I believe their buyback has been completed for now pending bank approval for more. I have added to positions recently in SPAN at $3.96 it sports a $5.96 book value, with about $3 per share in net current assets, $2 per share in cash. A p/e of 10 on growing sales & earnings and a 3% dividend yield. And insiders just keep buying. I believe they are and have been looking for accretive aquisitions. Also buying RAGS which trades at about 40% of book value, way below bet current assets with a P/E of 8 and an EBITDA multiple of about 2.7.