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To: JRI who wrote (88426)4/1/2001 3:07:34 PM
From: Les H  Read Replies (1) | Respond to of 436258
 
I'm not a subscriber to his letter but am 99% confident of which stock it is. He forgets to mention that much of the book value for the stock is intangibles, including goodwill. The stock is selling at several multiples of tangible book.