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To: James Clarke who wrote (6665)4/9/1999 7:00:00 PM
From: mr.mark  Respond to of 78595
 
anyone have an opinion they'd care to share on CREAF? does anyone think it's a good value play?

:)

mark

[ahem]



To: James Clarke who wrote (6665)4/9/1999 10:37:00 PM
From: Michael Burry  Read Replies (1) | Respond to of 78595
 
Jim,

In your experience is medical capital equipment different by nature than say ag capital equipment? You have a demographic that is increasing the need for the machines at a relatively even speed, unlike the demand in other heavy equipment industries. What would cause these machines to stop selling in a cyclical fashion?

Mike