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Strategies & Market Trends : Groundhog Day -- Ignore unavailable to you. Want to Upgrade?


To: Logain Ablar who wrote (2067)4/23/2002 11:06:50 PM
From: John Pitera  Read Replies (1) | Respond to of 6346
 
Hi Tim,

here is the Morganstern article Message 17362768

Marty Whitman's been a pretty astute guy over the 3rd. he's in a group that would include Bill Nygren of Oakmark select funds, and a few other good value managers.

You're very right about many companies having too much debt, and there being excess industry capacity.

John.