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Strategies & Market Trends : Value Investing

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To: Jim Garrison who wrote (1442)	6/27/1997 9:57:00 PM
From: Michael Burry	of 78717

The cash/share is much more than $8.15--it sits at well over $400M if one includes short term instruments, but they also have substantial pension liability, and its debt was downgraded by S&P after the Dynamics offer. An interesting stock that tests one's value investing mettle, both the patience part and the analysis part. Even if one is not invested, it is an interesting story to watch. A dog to some, a 40% gainer for others. If nothing else, management's actions appear to indicate it is for the shareholder. Maybe because the CEO owns such a large chunk. Good investing, Mike

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