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Non-Tech : U S FILTER (USF) A Water Stock ! -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Spurlin who wrote (204)	12/5/1997 9:12:00 AM
From: robert duke	Respond to of 361

Go to quotes and then type in USF the scroll down to the news section and you will see(every now and then) "USF has a resumption of shares" So what does this deal mean for the share holder of USF? DO we get higher earnings, more stock, what? What is the effect on the earnings of USF?

To: Andrew Spurlin who wrote (204)	12/7/1997 6:20:00 PM
From: Wade	Read Replies (2) \| Respond to of 361

Andrew, I am very glad to see USF finally paid $36 for MET. It is a reasonable offer. This is an very important strategic move for USF to acquire MET. Because of there is no adequate membrane company to fit their corporate in filtration business. The next most logical move is to acquire CUL, IMHO. CUL has the domination in water softening business. It divisions, Everpure, is the powerhouse in food service filteration business, the newly acquired Ametek, is strong in gerneral and plumbing business. USF will be able to integrate the whole water filtration business by using this strategy with the least amount of money. The remaining big companies such as PLL and MIL are too large and too technical oriented companies. Therefore, I can see they make a move on CUL. CUL probably is generating a defensive plan just in case USF make a low bid again. The logical move for CUL is to load up debt by acquiring more companies. But, which one is their target? Will USF wait 9 months then make an offer to CUNO? Hey, Hey, it is time to do some home work. Good investing. Sincerely, Wade