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

To: jeffbas who wrote (4189)	5/28/1998 10:00:00 PM
From: puborectalis	Respond to of 78958

Jeff..CS looks dirt cheap and will,like BAY,be absorbed by a bigger mouth like LU,etc. BTW what do you think of a company like USF(the Gulf and Western of the water business)?

To: jeffbas who wrote (4189)	5/28/1998 10:30:00 PM
From: Ron Bower	Respond to of 78958

Jeffrey, I hadn't considered a margin tightening. IMO it would not be a wise move until they see the impact of Asia on the US economy. Action at this time is less dependent on the Fed and more a matter of Congress and the Administration. Business needs some revamping of taxes and regulatory control to compete in the International market. US industry is trying to compete with export companies in other countries that pay virtually no taxes and receive subsidies in addition to the currency valuations. This branches to a completely different subject that leads to a lot of diverse opinions. Probably best that it ends before it begins. FWIW, Ron