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

To: Michael Burry who wrote (6978)4/28/1999 10:13:00 AM
From: James Clarke  Read Replies (3) | Respond to of 78659
 
Anybody know anything about McKesson HBOC, today's disaster du jour? Some poor sell side analyst made it his large-cap pick of the week two days ago at $62 (42 times earnings), and now its $33. Ouch. Is this an Oxford or Cendent that falls another 75% after the first hit, or do we see a V-bottom here?



To: Michael Burry who wrote (6978)4/28/1999 3:34:00 PM
From: Bob Rudd  Read Replies (1) | Respond to of 78659
 
Bricks & mortar guys with internet add-on catch a knee-jerk jump from the "anything internet" buyers, but unless they they have a unique twist to the business they are at a strategic disadvantage as a result of trying to straddle 2 positions without the appropriate value chain for the net presence. Folks are catching on to this and selling into the bounce.


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