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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (2420)	11/12/1997 3:47:00 PM
From: Vol	Read Replies (1) of 78628

MB, Thanks for the reasoned response. After more DD and reading other inputs, I'm not that impressed with INVN. They are backlogged to the tune of $47MM, their CT machines are expensive and are time intensive for busy places like airports, and the future for prospective customers is uncertain. More of a speculative play. If UGLY shows technical strength, such as going up on some increased volume or even just plateaus, I'm in if I can get some $$$ freed up. Mike, what is your take on the dd's as a sector and some specific co's? Selling sure seems overdone, but is it over? Jumped too quick on QNTM at 30. Thinking about HMTT if they level off. They announced a big deal with IOM (who's business is booming and is bucking the tech wreck trend) and beat earnings estimates handily. Got any good words of advice? Vol

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