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To: Paul Senior who wrote (14934)7/25/2002 4:44:22 PM
From: Wallace Rivers  Respond to of 78618
 
Back in MCD today at $22.40, so I'm already underwater :>(

Despite stiff competition, still the dominant brand globally, and trading at a low historical multiple.



To: Paul Senior who wrote (14934)7/25/2002 5:22:35 PM
From: TimbaBear  Read Replies (1) | Respond to of 78618
 
Paul

I bought into TYC today at $8.46/share. My calculations of their Free Cash Flow indicate that they are FCF positive and not likely to need any financing concessions nor do they appear to be in any jeopardy of bankruptcy. I also bought the AUG 12.50 calls for .40. First calls I've bought in several years.

I wish I would have seen it when it was down at $7.00/share today. Fear and Greed! :~}

Timba



To: Paul Senior who wrote (14934)7/25/2002 5:32:30 PM
From: Bob Rudd  Respond to of 78618
 
Paul: TYC <<I'm adding to my position.>>Me too. Recent [Merrill, 7/15] break up based on conservative assumptions centered on $30 [25 to 38].