The Residential Real Estate Crash Index Message Board

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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: RockyBalboa who wrote (104217)	2/9/2008 2:40:55 PM
From: ChanceIs	Read Replies (2) of 306849

RE: RATE...Yahoo...Microsoft I have been short RATE for a year. I don't know what is keeping it up. Barrons wrote excoriating articles about it that long ago. I see nothing strong about the fundamentals, and they only get worse. There is no "moat" (barrier to entry for competitors) around RATE, and the mortgage market is shrinking. Look at the origination volumes recently??? (Barrons also nailed DSL right on 18 months ago, and we finally got our crash and burn - although that puppy has rallied recently.) But speaking of Barrons, the Jeremy Grantham interview (I posted some of it earlier) had something to say about Yahoo and Microsoft. It wasn't kind (see below). I can't speak to either of their businesses except that VISTA was bad for me for a while. If what Grantham says about Yahoo and Microsoft is true, wouldn't it apply 10X to RATE??? ______________ Barrons: What about the deal market, will that provide any lift to stocks? Microsoft's bid for Yahoo! hasn't done much for the market. Grantham: You might say that is a company in serious trouble being acquired by a company that is worried, maybe desperate. And that doesn't sound like a very strong deal to anybody.

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