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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7763)	7/14/1999 4:34:00 PM
From: Michael & B.Anne	Read Replies (1) of 78486

I see a resurgent Asia as a plus for semiconductors, For whose semiconductors (theirs or ours). Only for ours if you believe they are going to move up the food chain to be system integrators and are going to buy chips from us. Both bad bets. Their strategy is (has always been) to be exporters. and declining costs per MIPS as irrelevant. au contraire - as prices drop you gotta sell more to stay even. sorta like the red queen in "through the looking glass" .. you gotta run faster and faster to just stay in place. All the harder if you gotta sell these more and more to people who are not currently customers. and in any case, you're a doctor, I'm the ex hotshot computer marketer. **** but enough of this thread for me. I am merely bitter cause I like you bought an out of the market put on Intel (after reading the Economist article) and was pleased when they announced pending revenue declines. And then when they held a news conference and everyone now says it is ok. And BRK increases company assets and investable money by a factor of three times and drops because of incidental revenue drops. I am bitter. But then again. ICO is doing ever so well and I owe that to you :)

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