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

To: Jurgis Bekepuris who wrote (220)	8/1/1998 3:48:00 PM
From: Shane M	Read Replies (1) \| Respond to of 4691

Jurgis, On the current Buffett screen I use, which is subsequently adjusted via an Excel spreadsheet, I have the following 10 stocks appearing at the top of the list of candidates. Alot of these stocks currently have their problems, but some clearly do not. 1. JOB - General Employment- temp svc firm, focus on Info technology and accounting temps/placements. Microcap. Is concern here that major temp companies could move in and destroy their margin, if not their business. Revenues and margins are showing the stress. 2. PRST - Imaging technologies. Whole sector is in a funk. Haven't looked at here closely. 3. INVX - supplier to disc drive industry. Meeting significant competition from Hutchinson's right now. Are transitioning business to be less dependent on storage industry. 4. CDWC - direct computer/software retailer. I like their business. They're good at what they do, but competition is increasingly intense and margins are also being squeezed by move to $500 PC. Definitely on my radar. 5. CATP - Cambridge Technology Partners - High flier. High tech consultant. 6. FAST - Fastenal - not familiar with their business. 7. COHU - Semiconductor sector - unfamiliar with business. 8. XETA - Semiconductor sector - unfamiliar with business. 9. ORCL - Oracle, as you mentioned. I own some shares here. The best valuation of the "big" companies IMO. 10. APCC - American Power Conversion - as you mentioned also. Just released info concerning bright outlook and strong demand going forward. Shane

To: Jurgis Bekepuris who wrote (220)	8/1/1998 9:15:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 4691

Re: Oracle, Ellison is back and plugging away from what I hear. Maybe, but too risky for me. My brother is a database expert and he can't tell me which database company is the best investment, so how am I to figure it out? And therefore I can't invest because I don't understand it. I'm watching Adobe closely, especially with its recent crashing. This might be the first Buffett stock for my portfolio. Until now I have just figured that the market was too overvalued to find anything but "hold" candidates using Buffett's methodology. Now some fruit are growing fat and low-hanging, and Adobe might be the first. Thanks for the work, Jurgis. Mike