Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ron Bower who wrote (3448)	3/5/1998 9:38:00 AM
From: Michael Burry	Read Replies (7) \| Respond to of 78568

Man, I was this close to shorting Dell yesterday. That would've just made my year, with Intel's news last night. My portfolio sealpoint.com has had a solid year, and a short yesterday may have cemented it. As it is, I'll see how my "value" portfolio handles another market downturn. Hopefully better than October, when I lost 2.6% on the 27th despite being 40% cash. That said, I will be looking to acquire Intel. It appears the market is focusing on the short-term, when in fact we are in a lull in the software/hardware cycle. No new software is around to stimulate the purchase of Intel's latest greatest products. But it will come. Intel's R&D edge is just huge. As with Nike, I won't touch Intel unless it's ridiculous (below 60), and I won't look at it as a cost to me if I miss an opportunity. Looking to pick up Callaway Golf in the low 20's, Adobe in the 30 range. I am looking for other ways to add tech exposure to a value portfolio. Ideas saught. Good Investing, Mike