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

To: Paul Senior who wrote (4291)	6/16/1998 11:54:00 PM
From: virgil vancleave	Read Replies (2) \| Respond to of 78746

paul, take a look at summit tech. ticker beam. it has been beaten down for a while, has a market cap of 160 million and over 100 million in cash. plus, it has finally started being profitable in what appears to be a good industry. oh, and almost no debt and insiders buying. looks like an excellent opportunity for a long term gain to me. just thought i would add some to the thread. good luck

To: Paul Senior who wrote (4291)	6/17/1998 1:08:00 AM
From: Michael Burry	Read Replies (2) \| Respond to of 78746

Paul, re: TIMT What's your take on the stock price fall. I still can't find a good fundamental reason, and insiders bought up in the upper 20's. I'll keep holding. Also, I'm on the verge of buying Seagate under 20, but am debating SEG vs. QNTM. QNTM remains amazingly profitable, and SEG has the lower debt load. Both should last to the next up cycle. Mike

To: Paul Senior who wrote (4291)	6/17/1998 1:49:00 PM
From: Andrew	Respond to of 78746

Re: XTON changes already in works appreciate demands on your time limit you to quick scan. More importantly as a value investor I know "parts are worth more than whole" situations could take time when management doesn't recognize situation or they have to be persuaded to do something. So to make work easier, simply read Lawndale's full 13-d at ITEM 4. It summarizes the dates and details of company actions/announcements all in one document. the 13-d could be found at freeedgar.com 1) the company recognizes and stated publicly XTON parts are worth more than whole (when stock at $2.125/share) 2) retained furman selz to prepare restructuring alternatives; 3) set in motion full distribution/spin-off of UniStar lottery subsidiary (runs the USlottery on the internet at uslottery.com ) 4) exploring options on core healthcare communications and computer telephony businesses. 5) CEO who owns 8% of stock stepping aside, facilitating all options 6) Heartland Advisors amends 13-G into 13-D with almost 25% 7) Lawndale files 13-D with 5.8%