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Strategies & Market Trends : Value Investing
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To: Jeff Maresh who wrote (1427)6/26/1997 8:20:00 PM
From: Michael Burry   of 78748
 
Jeff,

Thanks for the idea. I've been so busy lately, ideas are
coming much more slowly and I respect your opinion. Unlike
SGI, I know KMAG and SEG (in that I know details on the
quality of the management) and was thinking of buying
into SEG, but I hadn't realized KMAG fell so much today.
I believe you are correct and will look into it further.

Mike
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