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

To: James Clarke who wrote (10406)	4/21/2000 2:14:00 AM
From: Michael Burry	Respond to of 78497

There is a strong argument to be made that if tech starts scaring the growth investors, they flock to the drug stocks for growth + safety. Hasn't happened yet - to them Actually, it did. During the darkest days last week, the pharms were by far outperforming. As to Clayton's CC webcast, they list the last three at claytonhomes.com . Go to Financials then to Audio Vault. You need RealPlayer. Mike