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Non-Tech : BMC Industries -- Ignore unavailable to you. Want to Upgrade?

To: Robert Florin who wrote (320)	5/21/1998 10:17:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 359

Thanks a lot. I hope you'll contribute more here as the situation warrants. I didn't think management was perfect but over the years seems like they've done a good job. Looks to me like Cortland will be necessary to supply a market that will be booming. The fact that BMC's sales into that market were just 8 million tells me BMC was early, but if its just a few quarters early I don't mind. I don't consider it bad management to have difficulty with such as significant product transisition. I doubt it would hit book for the same reasons you said, and like I said I still own it in my longest-term account. But I'd sure love it if it would fall some more so I could get some more even cheaper. Good investing, Mike