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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (9267)	12/13/1999 5:43:00 PM
From: Andrew	of 78673

for consideration by this board- Medicalogic, just went public (MDLI) with a $600 MM market value. Its revenues might match that of Quality Systems' (O-QSII) micromed/clinitec division which also has web based products. Yet MDLI is losing money hand over fist whereas Micromed division and QSII is making money. QSII today at $6/share is around book value/share with almost $3/share cash, NO debt and profitable, with 6.6 mm shares out, qsii sports around $20-$25 mm market value on BOTH PROFITABLE dental and micromed businesses COMBINED. (net of the cash) something is out of whack here. QSII has very active large holders who recently forced mass improvement in QSII's board, replacing 6 of 7 members, adopting what many consider the strongest corp governance by-laws of any public company and most importantly got the CEO founder to step down in an orderly manner. see my 13D filing at sec.gov

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