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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3814)	4/13/1998 3:49:00 PM
From: Jurgis Bekepuris	of 78742

Michael, It looks like we are sharing some stocks in our universes. :-) I have no comment on SJP and TBR except that I find them interesting. :-) Regarding ADPT, I looked at it and decided that I can't see whether they will survive the next round of PC-on-a-chip consolidation and what are the future high-margin high-growth areas that the management will find. They fall into a class of companies that I don't understand and that I would have to buy just on the belief that the management knows what they are doing. Similar to MOT, NSM, TXN, IDTI. I will not buy it but I know that I may miss a superstock. Additional comment on all semi stocks including INTC and HWP - they all are very capital intensive and spend incredible amounts of cash-flow on capital expenditures. Even INTC spends all its income on capital expenditures! They have a positive cash flow after adding depreciation and amortization but it's still mind boggling. ;-) I am waiting for more downside on ELY - it's still too expensive for me. I would buy HWP at the current price if I had more cash. Good luck Jurgis

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