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Strategies & Market Trends : Value Investing

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To: Ron Bower who wrote (9061)	11/30/1999 1:17:00 AM
From: Michael Burry	Read Replies (3) of 78594

Ron, "Dropped in to see if I could find an investment idea..." And I bet I know why. Seems my all-time favorite and one of yours -Deswell- is finally getting some recognition. In my public port I'm about 10% Deswell, but in my mom's account I'm 33%, and in one private trust I'm over 80%. It has been my old standby - the one into which I knew I could always throw any new money. For the yield alone if need be. Now that its move is starting to look a bit parabolic, not so comfortable doing that anymore. I'm not about to get out, but I am certainly wondering, "Can I find another that is this reliable, one in which I could have this much confidence?" (I can see Paul now - "confidence- in a Chinese stock? puhlease") I don't have one for you right now that'll replace DSWL. Good investing, Mike

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