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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (7969)	8/6/1999 12:16:00 AM
From: Shane M	Respond to of 78830

Re: Borders, it continues to hit new lows. Shane might comment as well, but the location they are getting for the Nashville location is primo and guarantees it will be a great successs. Mike, Sorry but I'm not much help here. I'm not familiar with the Borders project. FWIW, there was so much noise about Maxwell Shoe MAXS that I had to take a look and I agree that it's not the standard ugliness found in net-net land. Up until a couple quarters ago it even looked like a growth company. There has been a pretty severe correction in a lot of stocks, and I'm a bit frantic because I want to buy so much, but I can only buy a few, and I want to make them count. For now I'm waiting and seeing. I hear you here. I've been hoarding my cash too, but decided to average up into Datastream DSTM (now my largest holding). DSTM was mentioned on this thread around last December and still seems an attractive value-oriented investment in the ERP/e-commerce space. This is my first purchase order since my poorly timed Health Maintenance HMA buy mentioned on the Buffettology thread. Still holding alot of cash, but I'm also beginning to see some good buys in several of the tech stocks right now, and want to average into the market in steps so I won't miss things should it rebound. Shane P.S. Even though I'm not familiar with Borders - were you aware that Dell is locating a major manufacturing/distribution facility near the airport here in Nashville? That's been a pretty big buzz around town for the past several months.