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

To: LauA who wrote (1617)	6/19/1999 2:54:00 AM
From: James Clarke	Respond to of 4691

<<The jist was that MAT had stuffed the channel (ie, TOY) who was now resisting. MAT will be 6-9 months working down inventory. >> No disagreement there. But this started around Thanksgiving, so six-nine months would put us at right about now. A Wall Street analyst did a conference call today on the toy group and all she wanted to talk about was Hasbro's momentum. But during the Q&A it was one value investor after another asking about Mattel. Bill Miller said on Wall Street Week tonight that he owns Mattel. I believe he owned Hasbro in the past, so I suspect this is a recent buy. I added to my position today at 22. JJC