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

To: Michael Burry who wrote (2593)	12/2/1997 8:40:00 PM
From: Dan Packer	Read Replies (1) \| Respond to of 78652

Mike, got no complaint with Vandy and UT. Got the usual UCSF bias re Stanfurd, although I've spent a couple hundred grand letting a kid play there. Tobacco makes me barf. More reasons to avoid UST: Liability settlement could cost UST $1.70/share/year X 25; UST is losing market share, having to introduce its own discount brands and coupon their high-priced spread. The only problem with being ON every other night is that you miss half of the good cases. TTFN, Dan