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Strategies & Market Trends : Value Investing

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To: cfimx who wrote (4847)8/28/1998 6:46:00 PM
From: Michael Burry  Read Replies (1) of 78596
 
Twister,

That's a good question for over on the Telebras thread, so I reposted
it over there. I have no Y2k expertise, and I am not evaluating Y2k readiness in any of the companies in which I am investing. Y2k seems controversial, in that the IS professionals I know (including my brother) are in disagreement over how significant it is. So I'll take the middle ground that it's neither a crisis nor something to be ignored, and operate my investment operations from there.

Mike
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