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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (2671)12/5/1997 6:27:00 PM
From: Michael Burry  Read Replies (1) of 78594
 
<<though I would
not add anything for QNTMs DD business at this time.>>

I disagree. Do Ford and GM become worthless when the cycle turns
down? Do semiconductor companies become worthless when the cycle
turns down? Why then DD's? They have been commodity products for
a while, but this is simply their third downturn in ten years
by my count.

<<I would caution that 50-100% DLT growth won't continue
indefinitely. >>

That's why I assigned it a PE of 20 - I think 20% consistent growth
year over year is attainable.

Good Investing,
Mike
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