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Strategies & Market Trends : Value Investing
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To: Michael Burry who started this subject9/16/2001 8:38:33 PM
From: cfimx   of 78745
 
btw, Paul, you aren't going to "get" this valuation, and rightly so. It isn't cheap on ANY of the usual metrics. MCLD's opportunity is vast, if it can stay in business. It has anywhere from 2% to 50% market share in its 20 odd state footprint. It PLANS to have the dominant share in each market it competes. The incumbent RBOC is its primary competitor, of which it has substantial advantages over.
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