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

To: Bob Rudd who wrote (12324)	4/12/2001 2:28:32 PM
From: doug5y	Respond to of 78515

Picked up KEM today at $18.90, a bit late compared to others on this thread.

To: Bob Rudd who wrote (12324)	10/3/2001 11:36:28 AM
From: Bob Rudd	Read Replies (2) \| Respond to of 78515

Back into AMAT yesterday @27.10 without a great deal of conviction [If it doesn't act right, I'll bail]. This is more on chart than fundamentals, but I beleive Bill Miller and Marty Whitman are in this at higher prices. Added to CD again @ 12.50 today...air traffic is recovering faster than expected. Now down about 10% from 2000 levels. This helps the derived demand at CD owned AVIS and to a lesser extent, the hotel revenues [Most of CD hotels are road, rather than airport properties & they get franchise fees rather than own the bricks] AVIS' costs are 75% variable [Layoff people put cars back to manufacturer and sell cars...so adjustments can be made easily to modestly lower demand levels]