PSFT - 1999: The "Make-It-or-Break-It" Year? Message Board

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Technology Stocks : PSFT - 1999: The "Make-It-or-Break-It" Year?

PSFT 0.0001000

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Oct 29 5:00 PM EST

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To: David W. Ricker who wrote (429)	4/5/1999 6:42:00 PM
From: Michael Burry	Read Replies (1) of 1274

also think Michelle is quite correct in saying that the internet pyramid is drawing from other good stocks, I would add it is also warping investors sense of what constitutes a good investment. There's a great big sucking sound as money is pulled from sound values and heads for the internets, no doubt. We do agree here. I just feel that the biggest values are even farther away from the internets than ERP is. Like tobacco, ag equips, ECMs, cyclical minerals, golf, heavy industry, REITs, oil, latin america, etc. If you think ERP is being ignored, take a look outside the tech circle and it is ridiculous. I'd be LBO'ing my butt off if I had the capital. I'm looking for the single digits in PSFT as well as JDEC. Also looking/hoping for the mid-high teens in Oracle (which is only 25% ERP but 100% infrastructure) and SAP. Mike

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