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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (8221)	9/12/1999 2:38:00 AM
From: Michael Burry	Read Replies (2) of 78819

Read this and tell me that we are not approaching Mariana's Trench of sentiment in the health care sector. I mean, really. "If it's got bricks and mortar, I'm not buying it." And that's from a health sciences tech fund: cbs.marketwatch.com I see opportunity. I'm already counting on several hundred million of HRC's AR being written off. That's already been discounted in the current price. Mike

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