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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (6981)	4/28/1999 11:52:00 AM
From: Michael Burry	Read Replies (2) of 78661

This thing with McKesson is interesting. Its drug wholesale biz is very real, and I doubt the accounting improprieties are there. MCK really is a dominant force in that area. Well-known. Though to me not with great business economics. Then they acquire this software firm and look at the mess they've gotten themselves into. I'll take a longer look, in no hurry. Mike

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