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


To: jeffbas who wrote (8350)9/23/1999 10:51:00 PM
From: Michael Burry  Read Replies (1) | Respond to of 79165
 
It will certainly change SOME perceptions of what the intrinsic value of MSFT is, and in my opinion it should.

Why? He's a biased analyst. His company actually profits from any dip in the stock price, and he very well knows that the earnings will speak for themselves in the long-term.

I read absolutely nothing into it. That the market reacted like it did just tells me it was looking for a pin.

Mike