|
You're right, John, I was spending my time on other boards, but I wanted to see for myself just how people were reacting on this board. Because of the size of MSFT, whatever the stock does can influence other stocks as well. The main reason I have not been a recent investor in MSFT is that there are better opportunities elsewhere. To put it all in perspective, I also have not been an investor, or recommended investments in IBM, AOL, SUNW, or CPQ. And, unlike many other investment advisors, I deal almost exclusively with smaller investors, whose portfolios typically have values running anywhere from $15,000 up to, in rare instances, $2 million. I am not bound by the need only to look at big stocks, nor, acting independently, am I bound by the need to go with the flow. If you want to consider me one of the hoi poloi, fine. All I do is look for companies with great potential and management with great sensitivity to shareholders. |
