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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (9727)	1/25/2000 4:51:00 PM
From: jeffbas	Read Replies (1) of 78515

Never bought CPU, Mike. However, in my neck of the woods we have a CPU, a Staples, an Office Max, and an Office Depot all within 1/2 mile. I wonder if this suggests that I have been underestimating the value of these franchises and they deserve a look. (I thought the industry was way overbuilt.) However, CPU always seems to be more crowded than the others, perhaps because of more complete computer hardware and software product lines. I always took this as a minus for CPU, as the Dell business model is the correct business model for selling hardware. Anyone have a view on the other office products companies?

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