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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (5953)	2/6/1999 6:24:00 PM
From: Don Earl	of 78448

Thanks everyone for the discussion on oil stocks. I mostly follow tech stocks but trying to find value in the tech sector is next to impossible right now. Although after the last two days it might not be that long before they go back where they were in October. A person could have just about closed their eyes and picked out a three bagger four months ago on just about anything related to computers. I think there are a lot of similarities between oil stocks and disk drives about a year ago. Everyone was saying that all the smaller DD companies were going to go under but here it is a year later and they're still in business and most of them are well off their lows. One question that came to mind while filling up the car this morning. In winter months gas is mixed with 10% alcohol to prevent gas lines from freezing, at least in the colder areas of the country. Does anyone see much benefit from the usual increase in gas prices during the summer months? Regards, Don

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