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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Tatnic who wrote (53043)3/23/1999 10:00:00 AM
From: Knighty Tin  Respond to of 132070
 
CC, For pure boxmakers, when they sell for less than commodity players should. In other words, when they sell for as little as steel companies on book value and discounted dividend models, I may like them. We are anywhere from 200-1000% above that value right now on the major players.

Obviously, a diversified co. like Hewlett-Packard would be more attractive sooner than pure boxmakers.


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