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

To: Jyoti sharma who wrote (3538)	3/19/1998 8:39:00 PM
From: Bob Davis	Respond to of 78523

Go-video (AMEX:VCR) VCR has broken out of its "development stage" to produce profitable financial results for the last year and a half. However, it continues to be undervalued by the market, and only carries a PE around 10. Profits from its core business are growing rapidly, and a stream of very compatable new products appears likely to maintain this growth into the future. As the sole marketer of Dual-Deck VCRs, which incorporate patented proprietary circuitry and software to perform duplicating, dual recording, editing, and video view switching functions which cannot be performed by single deck VCRs, the Company occupies a unique niche in the consumer electronics market. With the rapid growth of "Home Theaters", demand has risen for a VCR with these capabilities. In addition, Go-video has successfully reduced the manufacturing cost of this equipment so that it has been able to position its product line in price brackets which have greater consumer appeal. Since the Company manufactures these VCRs in Asia, it can be expected that its manufacturing costs in US dollars will continue to decline. This is a Summary of an in-depth Analysis of VCR which can be found on the Napeague Web Site at napeague.com. I encourage you to read the entire Analysis as well as the Company's investor relations information and its reports to the Securities & Exchange Commission prior to making any decision to invest in this or any other Company.

To: Jyoti sharma who wrote (3538)	3/20/1998 1:33:00 AM
From: Michael Burry	Read Replies (3) \| Respond to of 78523

More than the drawing board: biz.yahoo.com More than half their products for net commerce? If I'm going to play the net I'm definitely doing it with HP. Look at the chart - price has gone nowhere for quite a while but remains in a years long uptrend. Re: Swisher (SWR) looks like Scudder Kemper just bought 17% of the stock. I can't find a record of any previous holdings. Fidelity is about finished dumping it. Re: Deswell (DSWLF), they're adding 200,000 SF of production capacity in the next 6 months to satiate demand, they're still growing cash and earnings 30-40% and the stock isn't moving - it's at 20.25 with a PE < 8 and a dividend. Re: a PEG play take a look at Supreme Industries, my Pick of the month sealpoint.com Re: NKE in a portfolio I manage but do not post at my web site I shorted it today. Management just escapes me- the charges they took are way too small and acknowledge no inventory problems. So arrogant that they can't act decisively and with finality. No recovery until at least Spring 1999, but they're backing 1.92 for fiscal 99 with single digit/teen earnings next quarter. So we're shooting back to 40-50 cents late this year? Cost-cutting might get them there, but they've still got to charge off those inventories and the job cuts are a tiny fraction of their recent hiring. Didn't they recently build a world headQ - the sure sign of a cyclical top? And are we even sure that there is a Nike/brown shoe cycle? Themes I'm playing: strong domestic economy, multinational earnings slowdown, inflation late 98/early 99, graying of America, net exploding with insufficient backbone, Asia bad X 1-2 yrs more, arrogant management, above all else don't lose money. Yeah, it's all common knowledge, but the market isn't acting like it. Mike