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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (11011)	7/27/2000 3:47:43 PM
From: Madharry	Read Replies (1) of 78702

All I can say is that prudential ran some numbers valuing the company at 40-45 and I agree with them,, and I don't think those number take into account flash. Sure 14 is an even better price than 20. but I tried to do something like that with Ortel and it turned right around and went up 20 points in an hour and boy was I sorry. I vowed that was the last time I bailed out of a stock I was sure was selling for 1/2 of what it was worth because I though I could get it cheaper later. I took a chance and just took a very small position in PCOR a B2B which is down today from 8 to under 5 as it rethinks its strategy. stock now sells at book- mostly cash and receivables. if they turn it around great if not maybe somebody will buy them for book and talent.

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