Berkshire Hathaway Class B Message Board

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Non-Tech : Berkshire Hathaway Class B

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To: Benkea who wrote (1227)	12/6/1999 3:52:00 PM
From: w molloy	Read Replies (2) of 1652

What a failure - 2 years out of 42! With all those tears of admiration for WEB, I guess you didn't see this part of the article Another winner Buffett eschewed playing when it was cheaper was technology. From the market bottom of early 1991, the tech sector zoomed from 6% of the S&P 500 index to its current weighting of 25%. In the Barra growth index, tech is 37%. IBM and Computer Associates are in a buying range. Feisty Apple Computer to date is bucking the tide against computer hardware. That was nearly 10 years ago. MSFT, CSCO, INTC were players back then too, and considerably cheaper. He could have stepped up 5 years ago when investing in these companies was a no-brainer, but he still missed the boat. w.

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