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


To: SemiBull who wrote (4236)6/8/1998 8:28:00 PM
From: Michael Burry  Read Replies (1) | Respond to of 78572
 
We shouldn't forget that it is not Marty Whitman but his
heir-apparent Jensen that is tackling the semis and other
techs. Japanese insurance companies are pure Marty, but not
semis. Marty professes that Jensen is the one that knows the
tech stocks, which tells me we can throw Marty's record out the
window when we start saying Third Ave is picking them up.