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Strategies & Market Trends : Buffettology

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To: jhg_in_kc who wrote (839)	12/28/1998 12:01:00 PM
From: Michael Burry	Read Replies (1) of 4691

the story of the stock will be enrirely in the future. BUt if it happens You've answered your own question. You capitalized BU but I think you meant to capitalize the IF. Rambus is way too new too fit into Buffett-like methodology, and that Intel has committed to use the technology "next year" does not make up for the lack of operating history, no matter how spectacular the current growth numbers or expected returns. Several points: ---lack of sufficient history ---looks like it takes a genius to run ---high profit margins not proven to be sustainable, and if not yet proven to be sustainable, then we all know what Buffett would say: competition is still being invited to the party In any case, not a Buffett stock. If you don't know Buffett-like investing, or don't believe in it, and wish to continue your form of investing (I won't call it speculation because I don't believe that is what you are trying to engage in - I understand that you believe it is investing), then why bring it up here? Mike

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