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Non-Tech : Craig (CRG) - Vulture Pick

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To: LauA who wrote (24)5/4/1999 10:12:00 AM
From: Bob Rudd   of 27
 
Lau: I'm not in either, but found the net-net aspect appealing. I like the niche theatre strategy...but it depends on Cotter's capabilities as you suggest. This investment in GISH [My prior message] seems way outside his circle of competence and indicates a lack of strategic focus. This is too small an enterprise to be riding off in all directions at once. The orange groves [CDL] and GISH indicate Cotter is easily distractable and could squander resources on apparant "Bargains" that he lacks expertise to evaluate and that pull time and capital away from main strategic themes.
I just don't like businesses that try to mix a lot of stuff that doesn't fit together...often indicates better short than long.
Your impressions from the shareholders meeting may well have been dead on.

bob
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