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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (2425)	11/12/1997 9:57:00 PM
From: Ron Bower	Read Replies (2) of 78639

Mike, Seagate is likely undervalued more than it appears. They have a major holding of SNDK (I think 40%) and have right to place a number of board members. SNDK is the leader in flashcard tech and sales. They also hold interests in other companies and, if memory serves me right, they have on the books at cost. The old phrase "throwing out the baby with the bath water" come to mind with this market. REIT, brokerages, food chains, etc. are all falling? What's that got to do with the price of tea in Japan? Just my 2 yen, Ron Trying to cut cost of my posts.

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