SI
SI
discoversearch

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: Michael Burry who wrote (6371)3/21/1999 3:40:00 PM
From: Mike 2.0  Respond to of 79271
 
Re: Temp Staffing... for Technology Services

Mike, there was a very good piece on this subject on CNBC's Power Lunch last Wednesday, March 17. Unfortunately I was watching it from a busy restaurant, and can't recall (yet) the stocks mentioned (none I had heard before). So...did anyone see this on Power Lunch on 3/18? I do know all stocks discussed were at or near 52 week lows. Key problem is lack of visibility of revenue & earnings, Y2K distraction, etc. I will recall a couple names I'm sure, and will post.



To: Michael Burry who wrote (6371)3/21/1999 5:58:00 PM
From: Mike 2.0  Read Replies (1) | Respond to of 79271
 
Mike follow up:tech staffing/outsourcing...

Syntel was definitely mentioned in previously mentioned CNBC Power Lunch piece from 3/17. I believe Ciber was as well. That's all I can recollect...would love to see a transcript or video of the piece on CNBC again...