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

To: Paul Senior who wrote (12160)	3/11/2001 3:48:00 PM
From: Dale Baker	Respond to of 78476

Some excellent thoughts there, Paul. I have more faith in LPAC and the digital future than ALLY, frankly, and I have done much more DD on LPAC. My track record with timing gaming stocks has sucked so I just put some chips on the table for a long-term ride in ALLY. Excellent thread here, keep up the good work.

To: Paul Senior who wrote (12160)	5/8/2001 11:15:08 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78476

Picked up LPAC over last 2 sessions with average cost 2.58. This was Dale Baker rec. streetsideinvestor.com I waited till strike issue went away. Valuation pushed my buttons on this: EV/EBITDA of 3.2 and P/FCF under 3 [12 months CFO-CAPEX=.87 per share]. While they do have a shareholder rights plan to prevent someone from stealing the company, I gotta believe someone can make an offer that's a big pop from current levels and still very accretive to acquirer.