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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10763)	6/24/2000 11:00:00 PM
From: Madharry	Read Replies (2) of 78510

J Bash is the resident SEMI expert. I sold my position out about 4-5 points ago when I read how management compensates itself. Barrons this week as a very interesting writeup on X for you cyclical and steel buffs and last weeks barrons had a synopsis of a brokerage recommendation on T which Mike Burry likes. I don;t know anything about the steel business but it seems like the case for X is a compelling one. As for my old standbys-MRVC dropped about 10 points from its recent highs and both CEGE and ALSC toyed with 30-31 before dropping off a little. ABGX, which CEGE, owns 12% of was recommended in Barrons midyear roundup by sandberg, so both may move some next week.

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