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Strategies & Market Trends : Disciplined Investing, especially the NAIC way -- Ignore unavailable to you. Want to Upgrade?


To: - with a K who wrote (371)1/29/2003 11:36:57 PM
From: Mark Marcellus  Respond to of 469
 
I read it. Both hit the highlights of the cases to be made, but without a lot of supporting detail. I found the bull case more compelling, though I'm biased anyway. I thought the MCD comparison was very weak. If Nardelli & HD fail, it won't be for anything like the reasons that MCD has been a disaster.