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Strategies & Market Trends : Buffettology

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To: Shane M who wrote (2548)	6/18/2000 2:35:00 AM
From: Michael Burry	Read Replies (1) of 4691

Re: TSG, I sold it when it broke support in the low-mid $30's, and am pretty glad I did. But now I am interested again. I think the company will make out pretty well, as I wrote when I announced my purchase. Travelocity is the #3 web site on the planet in terms of traffic after Yahoo and Amazon. That's significant. The installed base among real travel agents is also significant. They have their bases covered, and I do not believe the Airline oligopoly will be able to threaten without invoking Justice's ire. I believe the recent weakness has been due to the economy worries more than anything. It's just a matter now of finding the right buy point - and that may mean being patient for a little longer. Every day it falls I cheer. Good investing, Mike

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