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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	10/8/2000 11:39:21 PM
From: jhelmers	of 78667

I have been following this thread for a while. This is 1st post. I want to agree with those here that think EK is worth a look. Current price/cash-flow is cheap and somewhere down the road their large R&D budget may actually provide some kick to earnings (ie growth). Only makes sense at this price if the buggy whip argument is true, and soon. If this idea appeals, I recomend looking at LEAPS (i.e. Jan of '02 or '03). They are extremely cheap (30% volatility)...one get's tremendous leverage without nearly the cash outlay...plus can hold for long term cap gains. Also, wanted to mention PBI. Got hit Thurs on earnings miss (by only 2c on a 65c est.) and reduced forward est. Definitely some technology risk here... but, dominant market leader in its segment...reasonable balance sheet, 13% L.T. growth, strong free cash-flow...and trades at just over 10x last yrs earnings. My bias is it's being trashed because of what has happened to X...but only 7% of revs are copiers/fax. I don't own yet but thinking of buyin' some tom. Last thing...I have seen lots of favorable posts on T....curious why there's not more talk about WCOM...seems equally cheap with potentially a better group of assets and better management IMHO. Have thoroughly enjoyed reading this thread. Hope it keeps going strong for long time to come!

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