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

To: Paul Senior who wrote (11655)	12/28/2000 4:20:32 PM
From: Madharry	Respond to of 78531

I added to my small position in ICGE today. at 3 7/32-little more than 1/2 of its IPO price a little more than 18 months ago. Hard to believe now that its 52 week high was over $200.

To: Paul Senior who wrote (11655)	12/28/2000 6:57:54 PM
From: rjm2	Read Replies (1) \| Respond to of 78531

I bought some BAMM last week at $1.65, I am worried that a number of their stores might have to be closed if sales were to weaken even modestly. That would be a large charge. Don't know how reasonable that is. A couple more....ROSD & JLMC

To: Paul Senior who wrote (11655)	12/29/2000 3:51:25 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78531

Paul: BAMM picked up some @ 1 1/2 - 1 9/16, being driven down by delisting from S&P 600 today - combination of relief from both tax-loss and index selling should give it a kick. Among your negatives: <<Book business has become ever more competitive, imo>> According to article in NYT, 'Quietly, Booksellers Are Putting an End to the Discount Era' channel.nytimes.com Major booksellers are laying down their arms in ongoing price war - discounts on best sellers are shrinking, online biggies are reducing the discounts. The return of more rational pricing could help profitability and it should, if not illusory, show up in reporting very soon.