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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (2396)	11/7/1997 10:44:00 AM
From: Ron Bower	Read Replies (1) of 78627

Mike, Excellent article. Found the earnings report. They've been making so many press releases it was too far back on first look. Impressive. I also decided to wait and see what happened in Asian markets and am certainly glad I did. Likely will not buy today and may miss an opportunity, but I feel there's more volatility to come out of Asia over next few weeks. Any negative causes a major drop and a corresponding drop in the other markets. IMO - CREAF is a decent value at current price, but likely can be bought cheaper. For what it's worth, Ron PS Got out of the ROC at right time. Will buy again if it drops to 8.5 range. Taiwan economy too strong for it to stay there.

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