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To: j g cordes who wrote (21044)	5/1/1998 3:48:00 PM
From: marc chatman	Read Replies (1) \| Respond to of 95453

My opinion is to wait until earnings if you don't own it. It is clearly out of favor. May as well wait to see if there is a reason. If I did own it, I'd wait as well. Sorry that's not much of an opinion.

To: j g cordes who wrote (21044)	5/1/1998 3:56:00 PM
From: Broken_Clock	Respond to of 95453

j.g. you've got 5 min. left to make your mind...I bought more a while ago...BWDIK?

To: j g cordes who wrote (21044)	5/1/1998 4:31:00 PM
From: jbe	Read Replies (1) \| Respond to of 95453

Here's another TDW opinion -- positive on the company, negative on the price action of its stock. TDW is the quintessentially "good" company. It has everything one should want: excellent growth, excellent balance sheet, excellent (meaning low) valuation ratios, free cash flow out the kazoo (is that the right expression?), etc., etc. TDW even has a solid history of positive earnings surprises. I would expect another positive earnings surprise when it reports next week. That does not mean that "The Market" will react appropriately. TDW has never been a high flyer, like some other companies in this sector. And, most recently, it has had trouble getting off the ground. Something there is that doesn't love TDW. I call it the "Fell syndrome," as in the following verse (which I am quoting for the second time, please forgive me): I do not love thee, Doctor Fell, The reason why I cannot tell; But this alone I know full well, I do not love thee, Doctor Fell. Personally, I'm stubborn. I bought this stock at its high, and held it all through what I hope is its low. I refuse to dump it, because I feel the world ought to recognize value, sooner or later (although "ought" is not the same, of course, as "will"). jbe