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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (9451)2/4/1998 4:16:00 PM
From: shane forbes  Read Replies (2) of 25814
 
Jock:

And about Buffet we must remember that he did pull out in late 1969 or thereabouts and he did make that big shift a few months ago with bonds and today or recently with silver. He's making portfolio shifts or so it seems. Of course I don't blame him. The holdings are so huge.
Further his long term holdings were never cyclical and never tech stocks. They were KO, G, Washington Post, Geico and others that tended to have long term "monopolistic" strength and were not subject to the whimsies of technological advances and product transitions.

And that's a good observation on Soros. I think he is hedge-fund defined and he's done quite well.

Even Lynch who did very well used to make sector bets. Often.

Many ways to skin a cat!
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