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

To: Jurgis Bekepuris who wrote (11003)	7/27/2000 3:10:40 PM
From: Craig Bartels	Respond to of 78686

Michael, Bought into SYMC today at 49 3/16, couldn't resist the selloff. ONly wish I had more cash open for a larger stake. chbartel

To: Jurgis Bekepuris who wrote (11003)	7/27/2000 3:22:30 PM
From: Michael Burry	1 Recommendation Read Replies (1) \| Respond to of 78686

Jurgis, I'm holding too. The market capitalization lost today exceeds the dilution even if SYMC just threw the stock away. I see the obvious synergies, and this is a real company with good products. It's not value-priced, but it's not 450 million for a company with nothing but a promise, either. As an aside, I woke up to it this morning. My wife turns CNBC on first thing, and I hear "Axent up.....Symantec..." And before I even heard the price, I was swearing cuz I know there's not much faith in Symantec out there. I'm putting my money behind Thompson though. Mike