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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3814)	4/13/1998 4:50:00 PM
From: Madharry	of 78740

Hi Mike sorry about your PC. I have concluded that I do not understand enough about tech stocks to invest in them. It seems that when they look like bargains they are not and when they seem overpriced it is because they have or about to have some technological edge. There is a new book out called the gorilla you may want to look at. After reading the article in Fortune re SJP it makes me want to go down to Talahasee and check the place out. I don't see the urgency of investing in SJP at these levels. They seem to be expanding into different areas and I predict some learning curve difficulties which may augur for a better entry price. Big MO looks really cheap to me and I find it hard to believe that this will not be a profitable investment. Addictive substance pushing usually is. SO personally if I were to pick a can't lose stock for 1998 MO would be it. I 'm surprised buffett isn't a big investor in it. I just purchase a closed end fund-Royce Global Value. It trades at a 17% discount! I don't know why. the other royce closed funds trade at 8% discounts. I also own Deswell and TBR as well as Elamf.

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