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

To: Bob Rudd who wrote (17499)	8/1/2003 5:08:57 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78476

re PTSX. You might be right, as there does seem (to me) to be consolidation taking place in this small sector. Liberty Media recently bought up remaining shares in its Ascent Media (formerly Liberty Livewire), a competitor to LPAC.

To: Bob Rudd who wrote (17499)	9/2/2003 9:45:11 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78476

PTSX: I usually don't post follow up articles unless there's wide thread interest, but I thought this one did well at making the case for PTSX: marketwatch.com Unfortunately for those who might have an interest, the market agrees & it's up 15% as I post this. I know many on the thread share my aversion to chasing 'pops.' Perhaps this interest will dissipate and it will offer an opening. The one concern I have is some yahoo posts that mention they are not keeping up with capex and thus aren't as competitive as they should be. I did a Capex analysis and they did a big spend in 2000 vs competitor LPAC that did so more recently, but that just indicates they are out of sync so far...not non-competitive.