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Strategies & Market Trends : Value Investing
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To: TwoBear who wrote (6658)4/24/1999 7:52:00 PM
From: Michael Burry  Read Replies (2) of 78594
 
TwoBear,

ADAC just had some very bad news for the medical capital equipment sector. My biggest fear has been the shrinking pie of health care
money despite a growing need, and it looks like this has put a hur
on ADAC in a big way. Very pessimistic statements without much
upside.

How do you feel these developments should affect VAR? And do you
know enough of ADAC to say when it becomes a good value play?

Mike
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