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

To: Bob Davis who wrote (7165)	5/17/1999 1:44:00 PM
From: Bob Rudd	Respond to of 78470

Bob: MTY...very thorough write-up on your site. I like your work. A few minor questions: Were the recent acquisitions accretive? What impact might the Net have on trade show exhibit business? Since trade shows come out of marketing budgets, might the costs of creating a Web presence reduce other marketing budgets, such as fancy booth exhibits? There are a lot of companies doing show booths and similar....Might not the Web also make purchasers of booth exhibits more aware of range of choices and thus put downward pressure on pricing? This is not to say MTY isn't a good value...but if there's a substantial shift in marketing budgets in a not so uncrowded field, there could be problems for MTY going forward.