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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7190)	5/18/1999 12:40:00 AM
From: Bob Rudd	Read Replies (3) of 77756

I really doubt everyone knows the Gorilla Game and from some of the comments you've made techstocks.com I tend to doubt you consider most investors that well-read either. If someone plans to invest in value tech stocks, they had better understand the dynamics of lock-in and standards. If a guy understands this, as I'm sure you do, and still chooses to bet against the standard, that's cool. But if a guy hasn't read Gorilla and doesn't understand the power of standards, he's definitely buying cows in the moonlight with stuff like AAPL. This turnaround so far is amazing...maybe Jobs can keep it up, but it looks like a real longshot. "The race isn't always to the swiftest, but that's the way to bet" Damon Runyon.

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