Berkshire Hathaway Class B Message Board

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Non-Tech : Berkshire Hathaway Class B

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To: Leroyt who wrote (856)	7/30/1999 11:51:00 PM
From: jhg_in_kc	Read Replies (1) of 1652

RE: BEHIND THE STAGE. i started out believeing in nothing but warren buffett in 1996 when he offered the b shares and guaranteed everyone a shot at $1000. He has incredible integrity and is the most honest man in the stock market universe in my opinion. but i wanted 25 to 50% returns (to make up for past errors) These have been available in Dell, AOL, TLAB, EMC, Sunw, and in general in carefully selected high technology stocks. (That is not to say I always got them due to some emotional sell decisions.) I am not so certain this earnings growth will continue, particularly as to Dell and AOL. THERE IS ONE VERY GOOD REASON TO BUY BERKSHIRE HATHAWAY--AT LEAST WHILE BUFFET IS ALIVE--AND THAT IS THE BEAR MARKET !!! iF October brings a crash... You can buy Berkshire at very close to where it is now. It will not go down 40 to 50% Then buffett will get to do the "behind the stage" magic, i.e., buy every thing at 35 to 40% off In my view, if George W Bush were elected President, I would sell all my holdings in high tech and return to the fatherly embrace of Warren Buffett, assuming he is still alive. jhg ps crashes always occur in october because of the fiscal year / end of quarter constraints. if people think next year will be...(uncertain) they sell before the end of the quarter I am getting a feeling that we are at or close to a market top. I have no concrete evidence for this just a feeling based on the alacrity with which the market sells and cashes in after good earnings reports recently, as if they don't believe it will continue very much longer. If I sell I will lose money in AOL. why is it so hard to sell when you think you should? WATCH DELL. Dell Computer's earnings is something everyone should watch. This is the poster boy for the 90s bull market. I fear that it may fail to; meet expectations (already lowered) when it reports on Aug.16. (verify the date by going to the Dell site.) dell.com I feel that I must make some major decisions between now and then. BRKB could be a safe haven... or we could lift off to Phase II of the New Era of low inflation/ high productivity growth jhg WHAT DO YOU GUYS THINK?

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