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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (1101)	9/18/1998 1:00:00 PM
From: Investor2	Read Replies (1) \| Respond to of 15132

It sure would be nice to be sitting on $9 billion of "dry powder" at a time like this! Best wishes, I2

To: Kirk © who wrote (1101)	9/18/1998 5:07:00 PM
From: Lars	Respond to of 15132

Kirk, >>> His company is valued 25% LESS than it was in July.... >>> Over 29% down now. I have personal experience with this one. The great thing about this is it is almost in my outright buy target range. Mr. Market has no clue on this one. >>> Re: companies at 52 wk lows. >>> That is the key. I think he is looking for very specific opportunities that may have another 10% to 15% decline to go. I believe he wants to add to his already fantastic holdings. KO and DIS in particular. Genreral Re will allow him ample opportunity with the addition of its portfolio.