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

To: Michael Burry who wrote (6706)	4/12/1999 9:43:00 PM
From: TwoBear	Read Replies (2) \| Respond to of 78615

Well I say Borders will be a bargain once the mainstream gets word of their news release the way today's market is going. 2

To: Michael Burry who wrote (6706)	4/13/1999 2:43:00 PM
From: Freedom Fighter	Respond to of 78615

Crackdown on conflict of interest on Wall St. It's about time. cnnfn.com

To: Michael Burry who wrote (6706)	4/13/1999 4:30:00 PM
From: Freedom Fighter	Read Replies (2) \| Respond to of 78615

Mike, >>Borders (BGP) just did something that puts it on my watch list:<< I belong to an investment club with a couple of lifelong friends and others. Borders was brought up as a potential investment pending further review by the members. My first glance indicates that it is reasonably priced, perhaps attractive. I think my only negative was that it didn't meet my minimum ROE hurdle. The kicker here is that even though the company thinks the interNUT business is a loser and they aren't going to invest much, it may add tremendous value to the company. Why not spin it off to cash in a chip that you don't really care about if you can get a big price in this environment? Wayne