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

To: jeffbas who wrote (6336)	3/17/1999 4:13:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 78476

Jeffrey, I think those were my concerns at 15, but not at 5 3/4. There's intrinsic value in CPU. Hard to pinpoint what it is, but it's there. As far as how many people actually window-shop then go on-line to buy, I'm doubtful it's as big as all the worry. I think that in general people overestimate the intelligence of pc/peripheral shoppers, much like people overestimate the intelligence of internet users and overlooked AOL as too simple and expensive and full of nuisance. Too, insiders bought big up in the low teens. Feels a little like Midway to me. Not that I've had success with MWY. We'll see. CPU is more contrarian than value perhaps. Mike