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

To: Paul Senior who wrote (12507)	5/22/2001 5:18:51 PM
From: Madharry	Read Replies (1) \| Respond to of 78625

Ever notice how few storage companies actually make money for their investors? Started a position in MIHL today. they own a goodly amount of OPTV which had a nice pop today. Dale Baker has told the story quite well on his board. I have been watching this one for awhile. I also continue to like UCOMA and added more today. Cable companies have historically rewarded their investors nicely.

To: Paul Senior who wrote (12507)	5/23/2001 9:40:37 AM
From: Bob Rudd	Respond to of 78625

I've had IOM on a watch list, but never really warmed up to it. Generally concerned that it's Zip drive franchise [& revenue from same] is on the decline as CDRW drives are becoming the floppy storage replacement of choice. Management turnover during transition/turnaround attempt is legitimate concern [This ain't Wrigleys - No 'you can't screw it up' francise]. I haven't studied the company in depth, though, so you could get much better informed views on Motley Fool boards where I suspect there's much discussion on IOM.