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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (11015)7/27/2000 4:09:17 PM
From: Madharry  Read Replies (1) of 78708
 
I don't know what you mean by Safe Harbor- the major non core asset of alsc is umc and the second biggest is charter semiconductor. I think these are both strong long term businesses. the third most valuable non core asset is the ability to make succesful venture capital investments which N reddy has proved to me at any rate. I am surprised that this is not valued more highly by the market. as the company divests itself overtime of umc shares it will have an awful lot of money to work with that my guess is will flow into venture capital. if you are good at that and I believe reddy is the returns to shareholders will be enormous over time.
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