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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (10356)	4/16/2000 3:32:00 PM
From: Michael Burry	Read Replies (2) of 78516

Jurgis, your position is clarified, and I agree. When the market really falls, I go for quality. As the non-tech market has fallen sharply over the last 6 mos, I've already been doing that, slowly phasing out of my Graham mode and into my Buffett mode. Last night, I finished compiling a list of techs that I would like to own. I see one, Symantec, that is interesting to me at current prices, and then only because I know it pretty well from legal inside info. The pharms are not near where I would buy yet. TSG I am buying Monday. I was trying to buy it below 34 Friday but never could. DNB I own. RAL I just don't "get" yet. But on the whole Jurgis, I'm with you. I don't believe you're on the wrong thread. Mike

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