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

To: Wallace Rivers who wrote (7110)5/10/1999 11:02:00 PM
From: jeffbas  Read Replies (1) | Respond to of 78471
 
GIBG "great value play". I am skeptical as I described in my response
to mention of another one here earlier today (on that one's thread). It is not just the Internet but easily usable CDROMs like Greetings Workshop, which are hitting the industry with erosion which I would guess swamps any small traditional positive trend. It is pretty nice to produce a card for zero versus $4-5. This materially undercuts the purchase by or on behalf of secondary users like children. I do not like to invest in businesses with a major negative SECULAR trend.

You can only go so far with monopolistic price increases. I'd love to
see the trend in card counts sold for the industry.



To: Wallace Rivers who wrote (7110)5/11/1999 8:23:00 PM
From: Sam Miller  Respond to of 78471
 
I bought some GIBG today. I don't think these big investors would be loading up like this unless they meant business. Looking at the SEC filings the institutions who have been accumulating control close to 40% of the stock now. I am sure the company has already started talking to these significant shareholders.


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