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

To: sjemmeri who wrote (10972)	7/21/2000 1:33:24 AM
From: Michael Burry	1 Recommendation Read Replies (1) \| Respond to of 78705

Overwhelming demand for the message board (which I had thought was not very much used) has caused me to work overtime to figure out how to get it going again and fit it into the new site design. So that's where my time has gone. It is a one man show, after all. I'm working on a bunch of new features too. In any case, the only changes are bought CCL and HMN. Full update tomorrow. Promise. Thanks for the feedback.

To: sjemmeri who wrote (10972)	7/21/2000 6:58:29 AM
From: cpabobp	Read Replies (2) \| Respond to of 78705

Give the poor guy a break. Mike's put up around 25% return for the year, by far out pacing all indexes and probably most fund managers. Anyway, congrats Mike and others that bought into SYMC. Apparently there were a lot of people impressed with their earnings report. Unfortunately for me, I chickened out (as I was heavily weighted in SYMC) because of all the other software industry pre-announcements and sold half my position when it hit 54 a couple days ago. I am also looking forward to see what the market thinks of ALSC's profit report. I don't think it looks half bad, and do feel good about getting the business for nothing (initially bought on Wednesday, thanks Armin). My current holdings are: AINN, ALSC, CAT, DHOM, ECIL, FMER, HBAN, MO, OCR, ONE, SNH, SNPS, SYMC, T. I'm not smart enough to follow 1,000 stocks like Paul, so I try to keep under 15 holdings at a time. I'd like to buy: SNH under 8 1/4 (today so I can get that dividend), SYMC (under 50, yeah right), CD under 13, BTGC under 10, and right now that's about it.