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Technology Stocks : Warren Buffett
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To: Neil McFadyen who wrote (10)7/26/1996 1:34:00 PM
From: Tulvio Durand   of 82
 
Neil, your call on USRX was outstandingly accurate. Prescient? When do you plan to go long on USRX and on what criteria?

Although bleeding profusely, I am still long on my core long-term holdings USRX,CSCO, CSCC, ASND, ATML, CXC, ASTF, and am recent long (for now) on a few others less notables like RSYS (nice pop today), JMED, MNMD, COHR, MRVC, WSTL, ZDLT. Do you dislike any on long term, > 3 yrs. basis, and if so -- which ones, and for what reasons?

Tulvio
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