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Strategies & Market Trends : Value Investing

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To: Robert Hoefer who wrote (7245)	5/20/1999 11:10:00 PM
From: Michael Burry	Read Replies (1) of 78476

Robert, Re: SVR I don't see anything really new. To me, analysts and I knew that expenses were getting high due to some new marketing. Today was just Mr. Market. If anything, the action tells me there's a definite bottom around 6. The stock has already discounted this news. I think more than anything the company isn't being assigned any kind of premium as a takeover candidate because the CEO is also a 54% shareholder not likely to approve that. Takeover talk lifted the rest of this industry a few months ago. But SVR is on its own. As such, I still like it. I don't see the earnings revisions as changing the margin of safety at all. Mike

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