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

To: Mr. Sunshine who wrote (6279)	3/12/1999 11:52:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 78673

Just a quick response: Why isn't their business going to be absolutely killed by the web? Is TECD adding any value themselves? You say distributor to me, and I think, "This can be done cheaper on the web." Best, JS

To: Mr. Sunshine who wrote (6279)	3/13/1999 1:43:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78673

Steve Hales, re: TECD;HS. Those businesses do seem to be undervalued. (Although, as you know, HS may have some accounting and/or reporting difficulties .) I have been buying MI, not only because of its low valuation, but also because it has a very strong intranet presence (business-to-business e-comerce). Also I own a little ARW because of its size and its international diversification. And I own ICO, a reseller which is changing its business model, and which I think will be awarded a higher multiple, if they are successful. Paul Senior