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

To: Michael Burry who wrote (6689)	4/11/1999 10:22:00 PM
From: Michael & B.Anne	Respond to of 78625

RE: Nasdaq interesting week coming up perhaps we ain't seen nothing yet with earnings coming out the box maker's are going to take a big hit monday (IMHO). Compaq fessed up friday .. and if intel does not do well (tuesday after the bell) ... hope the fire does not jump the river and spread to this other bank. NY Times ran front page financial page article on the over valuation of Lucent. there is just too much money is chasing money in NASDAQ. regards

To: Michael Burry who wrote (6689)	4/12/1999 10:38:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78625

Mike, yes, SLOT looks okay to me too - even at current price. I don't like paying up for it now either, but it should work out okay in a couple of years (or sooner). I'm surprised that some of SLOT's performance numbers look better than IGT's - I hadn't noticed that before. So FWIW, I also started a very small position in SLOT today. Where was the pullback on SLOT that I'm seeing on my other stocks that, like SLOT, have had recent run-ups? (rhetorical wry grimace) Paul