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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (8128)	9/3/1999 2:30:00 AM
From: Shane M	Read Replies (1) of 78814

Judging from the crushed stock prices of these stocks, I'd say that's a scary thought if by now it isn't already reflected Mike, my view is that after several years of laissez fair (sp?), State Farm - the sleeping giant - is gearing up for a marketshare war. They have the capital to make things ugly for quite a while. Maybe the analysts see this tidal wave coming, but I don't get that feeling. I think in the past week or two that maybe the light is starting to go on, but alot of them wont get it until the next several quarters of earnings in the industry come in soft. When State Farm puts on the full court press I can see all opponents making turnovers. Batten down the hatches, it's going to be a rough ride. FWIW, Shane

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