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

To: Paul Senior who wrote (14719)	6/30/2002 7:43:02 AM
From: Mao II	Read Replies (1) \| Respond to of 78731

Paul: Certainly L gives you media exposure. But it's kind of like seeing Sylvia Miles in Midnight Cowboy: do you really want all that skin in your face? Should there be another accounting panic, L will tank again. So it all comes down to Malone. How tight a ship does such a free wheeler run? My guess is its worth accumulating as panic and weakness runs its course. If Malone manages to hold it all together, L could be a superb long-term hold from these levels. Big if. I have to admit, I have a weakness for trashed stox with potentially great assets. But man you got to be in for the long long haul and you've got to have steel nerves. I remember buying WX when it was in the pits and just acquired CBS. In some ways, given the complexity that Malone favors, L is even more of a dice roll in this environment. (BTW, in the same spirit, I've been accumulating PGO and IDEV recently.) M2