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

To: Wallace Rivers who wrote (8490)	10/3/1999 12:34:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78537

It is not a demand problem, rather a supply problem. So said Apple when Wintel started passing them by. IMO, when management gives us this argument, usually there's more bad news to come. Maybe it is because the real problem behind supply problems is management. Mike

To: Wallace Rivers who wrote (8490)	10/3/1999 3:29:00 PM
From: Broken_Clock	Respond to of 78537

Thanks for the feedback on FLO guys. One last thought...after a running discussion on Mike Burke's thread(where I saw the news on FLO originally), it seems that SAP software installation is an ongoing problem w/SAP and all of its customers, not just FLO. However, once installed it is apparently worth it for the upgrade... Looks like impatient investors to me. Is it just me or does it seem like funds are developing a "daytrader" mentality? Why not just hedge the position and hold on rather than sell?