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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (4291)6/17/1998 1:08:00 AM
From: Michael Burry  Read Replies (2) of 78742
 
Paul, re: TIMT

What's your take on the stock price fall. I still can't find
a good fundamental reason, and insiders bought up in the upper
20's. I'll keep holding.

Also, I'm on the verge of buying Seagate under 20, but am
debating SEG vs. QNTM. QNTM remains amazingly profitable,
and SEG has the lower debt load. Both should last to the next
up cycle.

Mike
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