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Non-Tech : BMC Industries
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To: Robert Florin who wrote (320)5/21/1998 10:17:00 PM
From: Michael Burry  Read Replies (1) of 359
 
Thanks a lot. I hope you'll contribute more here as
the situation warrants.

I didn't think management was perfect but over
the years seems like they've done a good job. Looks to
me like Cortland will be necessary to supply a market that
will be booming. The fact that BMC's sales into that market
were just 8 million tells me BMC was early, but if its
just a few quarters early I don't mind. I don't consider it
bad management to have difficulty with such as significant
product transisition.

I doubt it would hit book for the same reasons you said, and
like I said I still own it in my longest-term account. But I'd sure
love it if it would fall some more so I could get some more
even cheaper.

Good investing,
Mike
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