Not a spinoff, but a believer. Warren Buffett is a value investor - meaning that he looks for intrinsic value. So do I. Buffett, however, stays away from technology investments, prefering to deal with companies that he understands. (Every annual report from Berkshire Hathaway warns investors not to suggest that his company purchase technology stocks that they don't understand.) Because of my own experience in investing (almost 50 years), and graduate training in sciences, I do look carefully at tech stocks and believe that I have at least some understanding of the factors that influence the outcome of investments, particularly in hardware, software, and some of the biotechs.
When I evaluate MSFT on the basis of the court factfinding, I can only go by the evidence cited by the court in that 206-page document, together with my own experience in this area. Apparently many people on this thread feel that the judge has no basis for drawing the conclusions he has concerning the facts that were presented to him at trial. Fine. If you and others believe there are some really wild, off the wall conclusions, it would be helpful for all of us if you would indicate the page numbers of the document (the one released by the Govt. Printing Office) and explain why you think he's wrong. If you're right, you'll be doing a service to all investors, and I assume, partly by the very name of this web site, that most of us are investors.
Cite the page number, the facts referred to, and why you believe the judge interpreted this evidence wrongly. That will be constructive and educational for everyone.
Art Bechhoefer |
