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Strategies & Market Trends : Value Investing
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To: SemiBull who wrote (4242)6/8/1998 9:21:00 PM
From: Michael Burry  Read Replies (4) of 78576
 
I'm not saying that Whitman is an old blind fool. Geez, not even close. I'm saying that if we are judging a man on his record in a certain area, and he brings in a partner that introduces him to another area, then the mix changes. And we don't know whether it's for the better yet. When Whitman says Tokio Fire is a steal, I think, who would know better? When he says that Jensen has convinced him of the value in certain semis even though he never considered them before, then I think, does he (the proven genius of the two, but still human) really know semis? And why is it he couldn't come up with this on his own? There's an unproven element that makes me less likely to run out and buy FSII than I would TRC.

Good Investing,
Mike
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