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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (9945)2/11/2000 4:17:00 PM
From: Madharry   of 78673
 
Since you asked I am angry at the management of THQI . I feel they have not been upfront with shareholders and allowed analysts and their employers to profit from inside information. None the less- This has been an incredible overeaction IMHO. Having been wrong every step of the way in terms of price anyway. I think the company continues to be in terrific shape fundamentally. Of course they may not do as well in quarters 2 and 3 because they are not pushing WCF games out the door as quickly as possible and also they are retooling but the great story and great franchises remain intact. I still see this at much higher levels if not acquired at a nice premium first. DId you sell SNH or are you still in it?
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