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

To: Madharry who wrote (7968)	8/5/1999 7:26:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 78830

Re: specialty retailers, I'm always looking at the branded ones, i.e. looking for the "next" Gap. I think quite a few are getting cheap during this correction. The trick is distinguishing fad from success. Re: Borders, it continues to hit new lows. Shane might comment as well, but the location they are getting for the Nashville location is primo and guarantees it will be a great successs. It will be the only big box bookstore near downtown, and it is located right smack dab in the middle of the retail structures supporting Vanderbilt. There has been a pretty severe correction in a lot of stocks, and I'm a bit frantic because I want to buy so much, but I can only buy a few, and I want to make them count. For now I'm waiting and seeing. Mike