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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3329)	2/25/1998 2:45:00 PM
From: Madharry	Read Replies (1) of 78482

Re: Elamf Well you talked me on to another one. I looked at it and liked its cash position and lack of debt. Looks like a low risk reasonably good return situation. I sold my Brazillian holdings until i see what the deficit turns out to be. On another topic I broke one of my rules. I just bought a stock that gapped down- Dura Pharmaceutical. I looked at it real quick and jumped in at $22.5. It was 21 when I started researching it but oh well. The bottom line is this is a company which may have 4-5 new products in the pipeline, pre-announced lowere profits for 1998 and the stock got crushed from about 38 yesterday. This company has $10 in cash! I have a large position (for me) in DSSI it is speculative but I believe it has huge upside potential. The SI thread on it has lots of info, but in a nutshell the value of the company roughly equals its investment in tower semiconductor. In addition it has a software product, a computer reselling and consulting business and the real jewel may turn out to be its remote electric meter reading product subsidiary which is now run by a gentleman formerly associated with Luscent Thank you Mr. Barron for mentioning Tower Semiconductor. I think I

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