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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (7507)	1/7/2007 1:57:47 PM
From: nspolar	Read Replies (1) \| Respond to of 33421

Imo the value of the US and global equity markets is a very dynamic entity. It can be undervalued, overvalued or correctly valued; and change very rapidly. The immediate key to the future may be the US consumer. There are signs that they are pulling in their horns. The initial impetus may have been related to the housing implosion, still reverberating through the economy. Bottom line is if the US consumers turn from big spenders to savers, a lot of markets will do more than catch a sniffle. I would think a lot of hot money would rapidly disappear.

To: Hawkmoon who wrote (7507)	1/7/2007 7:20:07 PM
From: robert b furman	Read Replies (1) \| Respond to of 33421

Hi Hawk, I'd state your question just a bit differently. How much could this company be generating AND RETAINING if removed the entrenched management? Private equity lverage capital with debt,and stop the bleeding of options expense by entrenched management. If valuations are reasonable and management is taking 10% off the top it isn't hard to make minor changes a AND stop the executive theft and you come out of the doors looking pretty good as an IPO. It is easy picking if yopu have the team and capital. Time after time options expensing is making the difference of exceeding the numbers versus missing them. To the worst offenders - private equity becomes the opportunist. It is a pretty good system.IMO Bob