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

To: Shane M who wrote (6935)	4/24/1999 6:44:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78571

This gets into the new vs old paradigm again. Will internet retailers entirely replace physical ones? Will direct insurance entirely replace agent ones? Will direct manufacturer on line sales alienate the channel to the point of non-viability? So will Amazon put Borders out of business? Will GEICO put AllState out of business? Will Compaq fail because it is too far behind Dell and other direct models? The market seems to be voting yes. Amazon can acquire Borders in entirety by issuing just 3% of its stock. IMO this is way too extreme, but rationally I must admit that one would expect that the very last ones to admit to this paradigm shift would be located on some archaic thread called "Value Investing" ;0 Mike