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

To: Grommit who wrote (32230)	9/30/2008 1:57:31 PM
From: Grommit	Read Replies (1) \| Respond to of 78478

ALD. From the 10K, it looks like the cienna unit was valued at $328 million. That's 7% of a total portfolio of $4.5 billion. I bought some more AFC. Ciena Capital LLC Class A Equity Interests $ 99,044 Class B Equity Interests 119,436 Class C Equity Interests 109,301 Total Investment 327,781 phx.corporate-ir.net

To: Grommit who wrote (32230)	9/30/2008 2:02:09 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78478

AFC should be okay. Ciena loss worst-case could be paid for from distributions otherwise going to common stockholders. That would be assuming Ciena is the only big problem for ALD. Jmo - bwdik - I've been wrong all along on the stock. Lucky and grateful to have reduced position, so I escaped some of the ALD carnage today. Even with distributions over the years, overall I've had sharp losses with my involvement with ALD.