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

To: Bob Rudd who wrote (7903)	7/30/1999 11:57:00 AM
From: Michael Burry	Respond to of 78486

With how poorly my hospital (UCSF-Stanford Health Care) is doing, it is hard for me to have much confidence in any health care names or sectors. HMO's can be promising though. I bought that PacifiCare position mainly because of its hidden asset: all the actuarial data it has that neither the gov't nor the doctors nor the hospitals have. I don't know how this will all play out, but I bet the one with the most plentiful and most accurate information wins. Re: other suppliers, I've just been ignoring them. I'll look for promising shorts. Mike