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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (6978)4/28/1999 3:34:00 PM
From: Bob Rudd  Read Replies (1) of 78659
 
Bricks & mortar guys with internet add-on catch a knee-jerk jump from the "anything internet" buyers, but unless they they have a unique twist to the business they are at a strategic disadvantage as a result of trying to straddle 2 positions without the appropriate value chain for the net presence. Folks are catching on to this and selling into the bounce.
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