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To: Chuzzlewit who wrote (484)12/8/1997 2:45:00 PM
From: Brad Bolen  Read Replies (1) | Respond to of 619
 
Paul,

Your investment ideology seems sound to me...actually, a bit like what I strive for.

Are you long CLE? What does your model show as fair value for this stock.

Best of luck.

B.

P.S. I admire anybody that can analyze a company as complex as IBM and actually make sense of it.