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

To: Michael Burry who wrote (2601)	12/3/1997 1:34:00 AM
From: John Langston	Read Replies (1) \| Respond to of 78658

Mike: Would it make sense to start a Buffet thread? Since the methodology is different than traditional value investing, I wouldn't be imposing on this thread. I'm considering starting it. John

To: Michael Burry who wrote (2601)	12/3/1997 12:40:00 PM
From: Ron Bower	Respond to of 78658

Mike, IMO - ANK will be taken over by someone, likely CWP. CWP and HKT are well worth looking at for telecoms. CWP has a major interest in HKT. CWP has management problems but strong possibles for a merger with ATT or Sprint. HKT selling at a good PE, have huge cash reserves, and big potential in mainland. Some say their investment in Taiwan might be a problem, but Taiwan is investing in the mainland so I discount this concern. CWP has little risk as they are well diversified, but I think the long term investment would be the HKT. Off it's highs and fairly attractive at <15PE. If it'll just stay there until I can find some cash! For what it's worth, Ron