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

To: Paul Senior who wrote (4093)	5/17/1998 11:31:00 AM
From: Shane M	Respond to of 78817

Paul, Thanks for the comments on BNE. With merger mania in high gear at the moment it does appear a strong possibility business will slow in the near future for that segment of the publisher. The digital portion of the filings through SEC Edgar has in a way _expanded the pie_ for all of the financial publishers. They must file electronically through EDGAR now, but I don't think that the paper reports will diminish to any significant degree. In reading 10K for Bowne and Merrill (competitors), they both indicated major growth opportunities in electronic filing. It seems that the players in paper filings are remaining players in digital filing also. This would seem to be appropriate, but it's nice to confirm that the transition is not creating a new competitor. Overall I like BNE. Nice growth characteristics for its current valuation. But like yourself, I wish it were a little cheaper for entry. I'm waiting for a dip that may never come. Shane