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


To: Michael Burry who wrote (10399)4/20/2000 4:14:00 PM
From: Wallace Rivers  Respond to of 78517
 
Mike (on SYMC):
I PM'd you on this one because it doesn't really fit the criteria for this thread.
Symantec is what we're talking about. No net-net here for sure, but it appears that Mike and I concur that one is acquiring GARP (growth at a reasonable price). It's a well managed company with a good looking balance sheet IMHO. An excellent product suite, as well. The hysteria caused by the downgrades today seems way overdone.