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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7439)	6/7/1999 1:58:00 PM
From: Mike 2.0	Read Replies (2) of 78644

Mike re Autodesk, do you get Briefing.com? If yes do a search on Autodesk; they did a piece on the company after last earnings release that was quite damning. Basic point was those who need AutoCAD already have it and upgrade revenue can only go so far. I was inclined to agree. Re the large cash hoard, take a look at WALL...they have always had a lot of cash but have struggled for years trying to make something happen. I'm sorry, not trying to flame your idea, but in hindsight MAT may well have been a better play. I am surprised it is actually below my buy price; may buy more.

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