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

To: James Clarke who wrote (5013)	9/17/1998 8:24:00 PM
From: Shane M	Respond to of 78471

Jim, I saw the USEC report you mention, and the part that was suprising was that apparently some files were made public by mistake that contained damaging information to the company. (This was right after I saw a USU writeup in a Morgan Stanley/Dean Witter research report which was very positive which (combined with what I had learned from you here on this thread) caused me to mention the stock to my boss.... Recommending stocks to your boss can be hazardous). Shane

To: James Clarke who wrote (5013)	9/17/1998 9:52:00 PM
From: Investor2	Read Replies (2) \| Respond to of 78471

Re: "Anybody notice what Buffett said yesterday. He is holding $9 billion in cash, which implies he's done a bit of selling. And, more important, he said he will certainly reinvest that money on a "dramatic" market drop. What I take from that is that he thinks we ain't seen nothin' yet. The implication was clearly that a 20% correction isn't even close to what is necessary to make the stocks he wants to buy cheap." Interesting, do you have a source? Thanks, I2