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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7450)	6/7/1999 8:54:00 PM
From: Mike 2.0	Read Replies (2) of 78656

I read the WSJ article. I was relieved to see it was not an overtly hostile piece replete with Jill & Barbie analogies. However the message of the article was clearly "What have you done for me lately" directed to Jill Barad. She is portrayed as basically having one big score to her credit - devising the high-end collector Christmas Barbie - and that's it. I do agree Barad & Mattel clearly overrelied on the collectors Barbies revenue, but can't accept this simplistic conclusion that this one coup comprises everything Barad's skills has to offer Mattel. The TLC merger earned an ever-so-brief and dismissive mention, referring in passing to Reader Rabbit and Carmen Sandiego as "aging." The article I referred to in my last post seemed much more informed on the importance of the TLC deal. Bottom line, I agree with the gist of the article that the burden of proof is on Jill Barad to execute and dispell the critics' assertions her success so far is of the one-trick-Barbie's pony :-) variety. I believe the TLC merger is proof that is not the case. MOO? Why so formal, Mike? :-) Mike

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