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


To: Mike 2.0 who wrote (8000)8/11/1999 6:29:00 PM
From: Michael Burry  Read Replies (1) | Respond to of 78821
 
MOO,

Thanks for the Miller insight. Re: ANLY, thought it was really taking off there for a second. But only a second. It hit all kinds of old resistance, and once it started to back off a significant number of those holding from the last time it was at 16 started to sell into it. Think I may have another Deswell or Midway on my hands. My hope is that when these types of companies really do take off, it will be huge enough to justify all this teasing.

Re: PEP, I don't have a target. Plan on just holding it for a good long while. It really isn't correlating with the S&P right now. My take is that it is like Coke before G took over.