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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote ()	4/1/2000 10:17:00 AM
From: MCsweet	Read Replies (3) of 78541

Video rental stores In addition to Movie Gallery (MOVI), Message 13280205 the whole rental sector (e.g. Hollywood Video (HLYW), and Blockbuster (BBI)) looks attractive. Hollywood is heavily leveraged, but generating solid cash flow and is planning to do an IPO for its internet subsidiary Reel.Com. Would be interested in the thread's opinion. Or maybe this is a private club and I should be posting elsewhere. MC

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