Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.71

+1.3%

11:26 AM EST

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To: Teri Skogerboe who wrote (22388)	8/2/1998 1:31:00 PM
From: 16yearcycle	Read Replies (1) of 70976

Teri,(off topic) Re: your desire to purchase the equity of companies who have honest folks as managers. At the risk of getting flamed, I would spend some time reading over many years of reports from Brk/a and Msft. It would be impossible to be more square with investors than these two companies have been. Brk is positioned for world domination with the enormous cash flow it will generate in the coming years from operations. An eventual break-up of msft is in the cards, and may be wht is needed to continue 25%+ years going forward. The future is still bright for these companies, and management will let you know, in advance, of any potential threats.

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