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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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2916Can someone help me? I heard that Warren Buffett bought Bank One stock not toJoe Waynick-6/23/2001
2915the new guys, the guys that everyone is saying are going out of business. some wcfimx-6/21/2001
2914<watch this shakeout on the network side and be prepared to act> what are jhg_in_kc-6/21/2001
2913that's probably not a bad idea. I would also watch this shakeout on the netwcfimx-6/21/2001
2912Not many compared to many companies and salaries etc. don't seem outrageous.Moominoid-6/21/2001
2911if it is true that as you say a SHORTAGE of capacity is developing, how is it pojhg_in_kc-6/21/2001
2910yikes! the ceo sold quite a few shares; maybe you got some of his <g> It cjhg_in_kc-6/21/2001
2909The two protagonists, Qwest and Level 3 were HIGHLY critical of that article. Chcfimx-6/21/2001
2908The article the WSJ published on the front page on Monday was an excellent analyJames Clarke-6/20/2001
2907>>He recited a factoid he heard that only 2% of fibres are in use (talk abcfimx-6/20/2001
2906Dan, One aspect of the overcapacity issue, relating more to land locked dark fibBob Rudd-6/20/2001
2905GX Quick, back of the envelope stuff: EV/EBITDA 40x is high, [15x might be reasoBob Rudd-6/20/2001
2904I bought KKD today :)Moominoid-6/20/2001
2903OFF TOPIC!!! Daniel, Re: fiber overcapacity. I heard that too. Now, this is veJurgis Bekepuris-6/20/2001
2902I recently closed out my TSIX short at 80-some cents (Canadian) - it seems like Daniel Chisholm-6/20/2001
2901Bought ELY today. No, I don't think it has a LOCK or a great MOAT, but it waJurgis Bekepuris-6/20/2001
2900Marty knows junk bonds (especially utilities) like no other. Excellent point!249443-6/20/2001
2899GX, LVLT, etc. are companies to analyze for someone like Marty Whitman who knowsJurgis Bekepuris-6/20/2001
2898re: GX - 'price is what you pay, value is what you get.' I can't valLauA-6/20/2001
2897<<Please share your thoughts about when GX becomes a deep, deep value.>James Clarke-6/19/2001
2896James, Please share your thoughts about when GX becomes a deep, deep value. DaDanWebzster-6/19/2001
2895I AM IN ALL CASH NOW. NO NORMAL GROWTH TILL 2004!! i SUSPECT BUFFETT CAN PICK UPjhg_in_kc-6/19/2001
2894Have a look at some of these: JNY, JBX, UIS, DELL, BRK/B, SWY, EWA, TYC, LE, anMoominoid-6/19/2001
2893I'm going to give you some stocks, jhg. But first... a bunch of assumptionPaul Senior-6/19/2001
2892The TA suggests it is still going up. This will make a great short when it hits Moominoid-6/19/2001
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