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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (4312)	6/19/1998 1:14:00 AM
From: Michael Burry	of 78702

Re: JOB Management has been so inept for so long. Imhoff has been running the company forever, and they are really only coming into their own because of their (lucky?) recent focus on the IT temp sector. But they change their colors rapidly and have no true, lasting expertise. Executive pay is too high for this microcap. I don't always require good management, but when there's evidence of bad management I try to avoid it. The only margin of safety here is in continued growth, and I can't put any decent sustainability to whatever growth they've had the last 5 years. Personally, I'm more willing to bet on OLS to turn itself around by entering IT and bumping JOB-types off, so I agree with Paul. I should disclaim that I did once own JOB before they attained their IT cache. Mike

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