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

To: Allen Furlan who wrote (13217)	10/21/2001 2:45:09 PM
From: robwin	Read Replies (1) \| Respond to of 78740

Hi Allen, I don't mean to interject...do you mean to sell the NEWP May 10 puts for 1.1? BTW, I like NEWP long term as well...cash value is abour 12 or 13 right now...it may re-test recent lows but shouldn't breach 10 or even come close to it... Rob

To: Allen Furlan who wrote (13217)	10/22/2001 12:51:49 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78740

Allen, regarding GMH, I'd say it might be okay, but I'm not understanding why GMH stock is not higher if there's about to be an attractive offer made. DISH once offered .75 sh. per GMH when both stocks were higher. That'd be about $19/sh now for GMH which is now at $14.65/sh. Did I read correctly that GMH is expecting the winning bid to be about $30B?? Doesn't seem right, since GMH market cap is $12.8B. Also might be regulatory hurdles (esp. I am guessing, if DISH makes the winning bid). Are you seeing GMH as an attractive stock at current price? Paul S.