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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (7652)7/3/1999 3:09:00 PM
From: Michael Burry  Read Replies (2) of 78757
 
Jeffrey, I can't doubt that. I don't think you have to be well-informed or an industry insider to know that there is an inventory glut. Champion and Clayton are the only two majors that haven't broken through to new lows. Clayton is acting the strongest. But after the ag equips and Deswell falling to 6 despite $5 in cash and cycle-trough earnings of at least 80-100 cents, I don't doubt anything. CHB at 10 wouldn't shock me.

Mike
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