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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote ()1/27/2000 10:55:00 AM
From: TwoBear  Read Replies (2) of 78717
 
I hope some are still holding VAR. They announced excellent earnings yesterday and the stock has opened up 6 today. Since I first brought it to the board at 16 it has garnered steam on increased sales based on new IMRT technology. I believe that sales growth will continue with new products still incubating. Our system alone just placed another order with them and expect to make several more for the next few years. That is, unless the capitated market becomes tighter in our region. Then , all bets are off.

Scott
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