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

To: jeffbas who wrote (5995)	2/8/1999 2:50:00 PM
From: cfimx	Respond to of 78783

jeff, don't give "institutions" so much credit. I don't. They don't deserve it for being less than average with zero creativity. Jeff, this is a small cap stock. out of favor. conglomerate. bad management. there is uncertainty. it is not dell, i.e money in the bank. it is not cisco. therefore thinking is required and money managers aren't good at that, as a rule. Just read what James says about the people he works with. And THEY"RE probably the good ones. Few of them are like us Jeff. They hate uncertainty. And, shareholders still need to approve, as does the SEC. there will be a lot of flailing around PRIOR to the spin and just after it too, as people will be dumping two or one of the babys. so, institutions, which don't ACT like proper owners, are SIDESTEPPING the uncertainty by selling shares BEFORE the event. Once the spin happens, you will see people who like instruments buy the instruments piece, people who like semi cap buy the semi piece, people who like hc buy the hc piece. After the spin, the wall street types won't have to THINK TOO HARD to understand the company, and three pure plays are created that the sell side analysts can easily follow. That means the buy side will hear about it. Now there are three chances for a take out when there was one before. now employees can be properly incentivized when before they couldn't. All this good stuff will make the price EVENTUALLY move higher. It is physics Jeff. Shall I go on?... you got me on a roll...<G>