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Strategies & Market Trends : Value Investing
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To: Ron Bower who wrote (3266)2/20/1998 7:09:00 PM
From: Michael Burry  Read Replies (1) of 78516
 
Ron,

I noticed. I'm happy for you, especially since
you had such a concentrated position in it. For
me, it was good for a 2% move today in each
portfolio. I had just posted on my web site last night that
I was considering putting more into Deswell, but
that I would adhere to an anti-overconcentration
strategy.

A good day,
Mike
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