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

To: TAPDOG who wrote (6995)	4/29/1999 8:41:00 AM
From: Terrapin	Respond to of 78470

Bad news out about Amazon.com and it looks like it will translate into bad news for shareholders and good news for shorts. I don't have the stomach for that but I know many here do. Other news: a prodigal son of the Value thread, Oxford Health Plans (OXHP) has released better than expected earnings although the actual earnings seem to come from a one-time inflow from disposing of their NY medicaid business. Even so without that the loss is less than expected. Seems to be a turn-around. One for the board: Not sure if posted: MOCO Modern Controls. Makes precision measuring equipment. Niche market. Great (dependable?) margins. No debt. However quite small. Might be worth a look. Cheers, John

To: TAPDOG who wrote (6995)	4/29/1999 3:28:00 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78470

TAP: <<fact that Dreman would even consider buying internets>> Dreman punched in some optimistic numbers and indicated value based on same. He came up with $103 for AMZN. No way do I beleive he was considering BUYING it. The theme of his research was that even with optimistic assumptions about growth, valuations of net issues were way out of line. Most of those featured in the article were way further out of line than Amazon.