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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (9049)	11/29/1999 12:27:00 AM
From: Michael Burry	Read Replies (1) of 78596

Jim, Is shorting the QQQ the best use of your funds? I admit that I have a huge gut urge to short the thing. But could you cherry-pick a bit more? How about more Amazon.com (which has gone from 62 to 93 along with the Nasdaq's rise)? Or one of the internet consulting companies? Or how about Intel or Cisco - at incredibly extreme historic valuations in extremely competitive markets? FWIW, I can't get anywhere on buy.com. The error: "server too busy." Mike

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