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

To: Michael Burry who wrote (6595)	4/6/1999 6:04:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78666

OT -paul thanks for the heads up on THQI. People in my office are very concerned about Y2k problems on power systems.- Is there a value play in the portable electric generator field?

To: Michael Burry who wrote (6595)	4/6/1999 10:53:00 PM
From: Shane M	Read Replies (1) \| Respond to of 78666

Also looking to pick up some Timet (TIE) once again Mike, That's scary. Hadn't realized it had gone so low. TIMET must be the best non-buy I ever made. My buy limit never executed somewhere up in the mid-20s so I cancelled moved on to something else. That would've been ugly cause I'd probably have held on for most of the ride down. And Oracle keeps falling. Go go go. I'm saving alot of cash too for the ERP crash we're seeing. The Y2K spending freeze is happening and the stock prices are starting to reflect that. My feeling is they still have farther down to go. Contrarian investing seems to work well in the techs because the price swings can be so pronounced. Shane