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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (8259)9/14/1999 9:53:00 PM
From: Terrapin  Read Replies (1) of 78842
 
Hi Mike,

Interesting after-hours movement in Oracle. They made estimates but not the whisper and the shareprice dropped 15%. Management sounded confident as revenues were increasing and other good fundamental news was announced. Was wondering what you thought about the stock at this point - you posted that you had recently owned it.

Thanks.
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