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

To: Michael Burry who wrote (6985)	4/28/1999 3:08:00 PM
From: Paul Senior	Respond to of 78659

Yes, Mike, agree with you re: MCK. Not in a rush to buy. I follow it a little. Nice write-up (well, it WAS nice before today's disaster) on 2/26/99 in MSN MoneyCentral. Possibly lots of funds which were looking for a lower price alternative to expensive pharaceuticals are selling their positions today. As of 2/8, MCK was a big holding I believe in Invesco Strategic Health, for example. (Although, of course, I don't know if they're selling today.) Not sure what the ultimate downside will be for MCK. I'd guess though that with prescription fills going internet, MCK as a big medical distributer, might recover --- eventually.