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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (1412)	6/26/1997 5:55:00 PM
From: Jeff Maresh	of 78708

Hi Michael - Re: Wrecked tech KMAG train wrecked today. Dropped $8 to $16 on profit warnings. Great company with great management. They are the market leader in disk media and just completed new product transition that their competitors are just beginning. SEG is their biggest customer and orders went soft and are expected to be so for 2 quarters. This is a cyclical growth stock and right now it's about as cheap as you'll find it. I was ready and waiting after SEG preannounced last week and bought a bunch today. If you are interested, check out the SI Komag thread. I think we may be headed for another tech meltdown like last summer with all the preannouncements. I'm ready to buy! This is another no-brainer like SGI was on April 19. Regards Jeff

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