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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Lars who wrote (10003)11/20/1999 11:04:00 PM
From: David Bogdanoff  Read Replies (1) of 15132
 
Lars;
Thanks for info. Even so, we only got 2 hrs. of BB's show today due to football game. So I will be reading this thread attentively.

BTW, does anyone care to comment on criticisms directed at Microsoft by Bill Parrish, not to mention the business competitors of that company. Of course, BB astutely recommended that company when it was a still small company and the rest is history. So it is not surprising today BB clearly thinks highly of the company and little of its critics, imo. But shouldn't ones alarm bells go off when any company obtains abnormal returns in an ostensibly competitive free marketplace? Certainly, alarm bells go off when the market as a whole reaches extreme valuations, or even some sector such as net stocks perform abnormally.

comments anyone?

David

p.s. those interested in silicon valley companies would find a recent series of 5 articles on the dark side of that place published by the SF Chronicle at: www.sfgate.com . Warning, this expose is not for pollyanna types.
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