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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (1562)	6/7/1999 8:18:00 PM
From: Shane M	Read Replies (1) \| Respond to of 4691

Mike, I read the Mattel article too. Some interesting observations: 1. Said something like the average customer had 8 Barbies recently. Similar to Nike's high concentration of shoes/customer at one point for Nike. How many shoes or barbies does someone need. 2. The article indicates that collectors have lost interest because of the high volumes of Holiday Barbie. This is significant and reminds somewhat of the boom bust in baseball cards. Topps/Fleer/Donruss and the others started flooding the market with collectibles in the mid-80s and so many collectors simply stopped buying. The collector card companies suffered due to this and I don't know that baseball cards have recovered even today. Sounds like Barbie collectors feel burned and it'll take alot to get them back. BTW, congrats on the strong performance of your "valuestocks" portfolio. Shane