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To: Michael Burry who wrote (7822)7/23/1999 1:53:00 AM
From: James Clarke  Respond to of 78486
 
Mattel - I'm not thrilled either. Working capital is seasonal. Second quarter for Mattel is meaningless. Next quarter (shipping for X-Mas) will be very important. I'm in the stock at 22 and I am not going anywhere. Maybe it will be this year, maybe it will be next year, maybe it will be the next year - but in the long run this business is too good for Jill Barad to screw up. As long as I got my entry price right, I don't mind waiting.

JJC