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

To: Brendan W who wrote (13800)	1/27/2002 1:52:05 PM
From: Rascal	Respond to of 78705

I received notice that Broadband was ready in my area.I was told to go to the WIZ (which Cablevision owns) to get modem.As I listened to instructions from salesman how to connect I said..."What about AOL?-How do I connect?..He responded most people Bypass it and forget about it.I said thankyou and freaked.This is what they mean by Slower Subsriber Growth since Broadbad....Am I missing something or even though Comcast/T deal was over-priced and will take 6 years to break even...Did Case make a humongeous mistake in lossing deal...

To: Brendan W who wrote (13800)	1/27/2002 3:17:46 PM
From: TimbaBear	Respond to of 78705

Brendan Watt Well, there goes that margin of safety factor! I don't find book value to be a very reliable indicator of anything that helps me determine value, but it is commonly referred to, so I use it in that context.....I wonder what Enron's book value was a year ago? Thanks for the info on AOL's suddenly declining book value! Timba

To: Brendan W who wrote (13800)	2/2/2002 11:42:58 AM
From: Brendan W	Read Replies (1) \| Respond to of 78705

PETC will return. PETC was a price-to-sales play discussed on the thread that was bought out. sec.gov From the WSJ: >>> The offering will constitute 26% of the 55.8 million shares outstanding, suggesting a total market capitalization of as high as $1.12 billion. ....The company intends to use the net proceeds from the IPO to redeem its outstanding shares of preferred stock, most of which are owned by BD Recapitalization Holdings, an entity controlled by affiliates of Leonard Green & Partners LP, by affiliates of TPG Partners III and by affiliates of Trust Company of the West. In May 2000, Petco agreed to be acquired by investment firms Leonard Green & Partners LP and Texas Pacific Group for $464 million plus the assumption of about $125 million in debt, in a move to take the company private. At the time, Petco blamed a weak stock despite strong earnings for its decision to go private. <<<