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

To: Michael Burry who wrote (10803)	6/28/2000 9:50:00 PM
From: Ken Ludwig	Respond to of 78520

Speaking of lottery tickets, although the odds seem very favorable to me, what do you folks think about SGI? Still has cutting edge tech, excellent people, a CEO who is demonstrating the ability to develop a plan and execute it and possibility of being acquired. Has cash too. I have owned SGI before and loaded up to get the MIPS spin-off last week which allowed me to reduce my cost basis to under $2.45. I think there is real value here. The street hates this stock so I thought it might be up the value investors alley, especially those who collect cigar butts.