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

To: TwoBear who wrote (6832)	4/18/1999 11:40:00 PM
From: Michael Burry	Respond to of 78538

TB, Yeah, a brief review told me that the others weren't very good analogs in terms of competition/same industry. But I went ahead and used them because, well, those are what the IB's used to put a value on VAR post-split. Thanks for the insights. CR Bard doesn't directly compete with VAR really at all either. It's just a big, good, well-run medical device company. Re: the solid state cooling devices, I had noted that, but didn't realize the potential. I guess I was thinking they'd already launched those a couple years ago. I like your info better ;0 Mike