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

To: Wyätt Gwyön who wrote (16351)	2/4/2003 3:26:38 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78517

Darfot, Longleaf might add, but I'm not. Now FLM's got excess capacity. They could close a few warehouses, cut a few people. Except d/e is about 3.7. So they've got assets they can't use and bills they've got to pay. Looks like a death spiral to me. Except that FLM should have seen that if they would not or could not accept the terms of KM business, then they had to have a back-up plan in place. (I hope not bk.) I'll wait a bit longer to see what transpires. bwdik. I've been painfully wrong and wronger on this stock all along. grrrrr. Paul Senior