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What, Pray Tell, Was IMS Health Thinking?
Seeking a New Economy valuation, IMS agrees to be acquired by a dot-com and promptly sinks.
12:01PM 04/06/00
Seagate management and partners solve the valuation gap for themselves.
02:17PM 04/04/00
Value investors in Gartner Group suddenly find themselves on the e-train.
08:02AM 03/29/00
Something Old, Something New...
Please, enough of this New Economy/Old Economy nonsense. We're all going to make use of the Net, and today's B2B plays will be all the poorer for it.
08:31PM 03/22/00
The Stocks vs. Funds Debate Goes to the Net
Should mutual funds use an 'Internet' model, with real-time prices and online updates? No way, says the Buysider.
03:25PM 03/07/00
Will eCoverage turn the old-line insurers' assets into liabilities?
04:58PM 03/06/00
More bottom-fishing in insurance by our intrepid value investor.
12:53PM 03/06/00
Would close scrutiny of Aurora's financials have flagged the problems brewing there? Let's find out.
02:52PM 02/23/00
While the pundits are chanting, 'It's all over for Buffett,' Bronchick says it's time to buy.
07:50PM 02/16/00
What It <I>Really</I> Means to Sell at 100 Times Earnings
The Buysider takes a hard look at Cisco.
10:32PM 02/08/00
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