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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (8176)9/8/1999 6:11:00 PM
From: Michael Burry   of 78891
 
Jim,

Did the same quick calc and assessment on Maxwell. Didn't add more, but thinking about it. Looks good. Meanwhile, do you have a response to my Q's re LKI? I don't see it as a net net any longer, and with increasing debt load and cash flow turning negative, I'm getting wary. Was going to hold it through the winter, but the money might be better off in Maxwell.

Mike
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