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Technology Stocks : Vitech America tackles Brazil
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To: AJ Berger who wrote (87)9/15/1997 12:56:00 AM
From: Michael Burry   of 153
 
AJ,

Vitech is very cash flow negative and has been
relying on loans from the father of the founders--
at generous interest rates. I do not know of
insider buying. Check out its SEC forms and you'll
see what I mean. The growth story is compelling,
but it hasn't drawm me back yet. Some of the Barron's
material was detailed earlier on this thread. I'll
try to find the article in entirety.

Re: SFAM, AMAT, all those stocks from back then.
I wish I had loaded up on just one -- any one.
Boy, did they recover.

Good Investing,
Mike
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