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

To: Michael Burry who wrote (7877)	7/29/1999 10:05:00 AM
From: Dennis C	Respond to of 78486

FLYR is a value play. Here is the profile biz.yahoo.com yahoo.marketguide.com

To: Michael Burry who wrote (7877)	7/29/1999 8:51:00 PM
From: James Clarke	Respond to of 78486

<<Re: Steris I won't buy it.>> I didn't either. Nice move. The stock missed its quarter badly and I hear it was trading down another 40% to 11 after the bell. JJC

To: Michael Burry who wrote (7877)	7/30/1999 10:51:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78486

STE: Good insights. Seems Medicare PPS and managed care really putting pressure on. Heard one analyst indicate 50% of hospital beds are empty now and number will decline by another 50% or so in 10 years [By my recollection, which may be flawed] Vencor, now selling at .09/share 2 years ago was selling at 43 2 years ago. Tough times. No wonder they're pinchin' pennies. This is one of the reasons I recently bailed on my LUMI position. Are there perhaps some other suppliers like STE that haven't hit the wall that might be promising shorts?