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Non-Tech : Office Product Stocks - ODP/SPLS/OMX/VKNG/CEXP/OFIS/BOP -- Ignore unavailable to you. Want to Upgrade?

To: AL TOTH who wrote (175)	3/27/1998 11:58:00 AM
From: David Kaplan	Read Replies (1) \| Respond to of 297

I am very surprised to see CEXP below 10.00. You can buy stock here and tender at 10.00 and receive approximately 3%. Not too bad for one month time period. Do you think there is doubt that the company won't be able to get financing for their dutch auction. By the way are you familiar with US Office Products tender offer (OFIS). Do you have any thoughts on their restructuring?

To: AL TOTH who wrote (175)	8/31/1998 5:03:00 PM
From: AL TOTH	Respond to of 297

With the blue chips tanking due to big p/es, great value plays are OMX and BOP. Both companies have great fundamentals and went through significant corrections to where their P/Es are almost single digit. OMX has practically no international exposure, a growth rate of about 20%, a P/E of approx. 10 and sells a recession proof product, office products. OMX also has significantly reduced their SKUs of PCs which was their only drawback. The stock has corrected 46% from its April 98 high of 19 1/4. Its corrected 39% since its July 15 price of 17 1/4. As value becomes more important in stocks, both should be great investments. AL