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To: jeffbas who wrote (7160)5/17/1999 10:12:00 AM
From: jeffbas  Respond to of 78464
 
NH addendum - Tangible book value goes negative by some $2B, and there are sizeable amortization of good will charges against earnings.



To: jeffbas who wrote (7160)5/17/1999 10:35:00 AM
From: Bob Rudd  Read Replies (3) | Respond to of 78464
 
Jeffrey: Market must love the synergies it sees in this, because it hasn't taken NH to the woodshed to nearly the extent I expected. Speaking of perceived synergies, I'm thinkin DE or CAT goes for AG now
Message 9554025



To: jeffbas who wrote (7160)5/17/1999 12:24:00 PM
From: Michael Burry  Respond to of 78464
 
absolutely appalled at the takeover price
of $55 cash for CSE by NH


Me too. Absolutely ridiculous. I cannot fathom it.

Mike