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To: Larry S. who wrote (19925)5/7/1999 8:51:00 AM
From: Susan Saline  Respond to of 53068
 
PPO

hi ya Larry

You may or may not like this one

but I have been following and waiting patiently for this to "bottom"

in an area of the world that is just now starting to come back

one to buy hold for several months for very good return

am trying to decide between this, PPO, and COTTF

Business Summary

Pepsi-Cola P.R. Bottling Co. is a holding company, which through its subsidiaries, produces, distributes and sells a variety of soft drinks, fruit juice products and bottled water in the Commonwealth of Puerto Rico. For the comparable fiscal year period ended 12/31/98 (3 months), net sales rose 11% to $28.3 million. Net loss rose 43% to $1.4 million. Results reflect an increase in case volume sales, offset by higher admin. expenses and additional reserve for impairments.



To: Larry S. who wrote (19925)5/7/1999 8:53:00 AM
From: Susan Saline  Respond to of 53068
 
oh, and INTC is a gimme



To: Larry S. who wrote (19925)5/7/1999 9:50:00 AM
From: Sam Ferguson  Read Replies (2) | Respond to of 53068
 
Larry didn't see T on your list which seems strange since you think so highly cable and CBS. IMHO T even tho timing could be better, is a must for long term due to new tech in wirelesss for TV-phone-data-fax-teleconference- multimedia and no telling what else.

With internet growth I think storage must grow with it. EMC is a well managed company here and has 35 to 40% mass storage business second only to IBM.

I'm usually wrong because this is based on value investing which seems to be in obsolete paradigm for no income growth stocks.