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

To: Michael Burry who wrote (11125)	9/6/2000 12:52:36 PM
From: Jurgis Bekepuris	Respond to of 78516

Mike, Ditto Jurgis - no buys, no sells for last month

To: Michael Burry who wrote (11125)	9/6/2000 1:36:35 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78516

One old friend popped up on my radar screen today with BRK acquisition of SHX - WLM. I owned it at one time. WLM isn't exactly in the same business as Shaw, but it is on the periphery. It also has been crushed, is well below BV. Anyone familiar with Wellman, or want to comment?

To: Michael Burry who wrote (11125)	9/6/2000 2:30:24 PM
From: Madharry	Respond to of 78516

Tremenodus buying opportunity once again in alsc. I am beginning to feel like a parrot.

To: Michael Burry who wrote (11125)	9/7/2000 10:24:18 AM
From: Madharry	Respond to of 78516

LDP will be included inthe FTSE250 index after close of business 9/15/00. I assume that is the london close. should be good for a short term move up at the very least. ALSC major investment UMC currently sells at 14.5 pe vs. 40 for TSMC is us listed competitior. hard not to keep banging the table for ALSC.

To: Michael Burry who wrote (11125)	9/12/2000 2:08:27 PM
From: Grantcw	Read Replies (1) \| Respond to of 78516

FOSL - Michael, I'm pretty sure that you followed this one a few months back. Any interest at current prices? Comments anyone? Thanks, cw