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

To: Dale Baker who wrote (14982)	7/30/2002 12:52:09 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78626

Yes, a buy as a long-term franchise play. If I recall correctly, stock was bought by several here a few years ago when it was at lows then - as it is now. Money was made. A possible terrorist attack at a Disney theme park now has to be factored into a buy decision. V also should be looked at if one is considering media conglomerates, imo. finance.yahoo.com

To: Dale Baker who wrote (14982)	7/31/2002 10:20:32 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78626

After considering DIS further, I've decided to open a very small position at current price. My intent would be to lag in as the stock drops. It's still a very expensive company based on p/e. I'm not so sure about management either - their competence or whose interest they serve. Perhaps it's almost always an expensive company - that brand and franchise are so strong. Hard for me to envision DIS not moving up from current levels if the stock market recovers. OTOH, it IS hard for me to see the stock market recovering -g-.