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To: American Spirit who wrote (39079)	4/8/2002 8:55:28 PM
From: Larry S.	Read Replies (2) \| Respond to of 53068

Oakmark funds adding to NOVL position: marketwatch.com

To: American Spirit who wrote (39079)	4/8/2002 11:22:12 PM
From: Joe Stocks	Read Replies (1) \| Respond to of 53068

>>If LORD is worth 5 billion gross itself, then what so big a number about 100 billion market cap?<< LORD would be valued for the income stream it generates and not gross receipts. The difference between the two numbers is substantial. Why do you think the "street" disagrees with you? Would you ever consider that you may be missing some thing in the details as far as valuation concerns. Ever ask yourself why that if their profits were so strong why they don't have more revenue growth? AOL was a great company. They just paid too much for TWX and issued too many shares and took on too much debt. AOL today is much different than the AOL of 2 years ago. Joe