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To: Tecinvestor who wrote (42)4/12/1999 1:33:00 PM
From: Don S.Boller  Read Replies (1) | Respond to of 76
 
It would appear, that the Berkmans are unconcerned with the
discount to the underlying values...However as mergers continue
in this basic field - their opinions may change. Meanwhile - IMHO
the discount gives AGRP investors a tad of a cushion...course
in a "rout" - that could prove very illusionary. When I first
looked at this situation (and took down a modest position)- I knew
it would require patience.
BWDIK.
Very best to you.
Don