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

To: Jurgis Bekepuris who wrote (4075)	5/13/1998 4:11:00 PM
From: Michael Burry	1 Recommendation Read Replies (1) \| Respond to of 78520

Re: ELY So it's at less than 2 time sales, less than 3 times book, and there's a dividend. I would have a hard time resisting buying a little at 1.4-1.5 times sales or 2 times book, especially since at that point the dividend yield would be more significant. In general it would have to be a steal for me to buy it now. The quality of the business is in doubt, and the executive compensation is too high. BTW, Did everyone see Forbes' expose on stock options? According to Forbes, accounting for stock options as if they were cash compensation (as Buffett says we should do in his most recent letter), Microsoft lost over 10 billion (vs. 2.8 billion reported profit), Intel doesn't even break even (vs. 5.1 billion reported profit. Even HP and Cisco are not profitable by this measure. Gillette only made 127 million adjusted for options. Wow. Mike