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Strategies & Market Trends : Buffettology
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To: Fredman who wrote (468)10/22/1998 2:20:00 AM
From: Shane M  Read Replies (2) of 4690
 
Fred,

Thanks for your comments.

Regarding Harley Davidson. Maybe if we see a small recession we can get into Harley Davidson at lower prices. I agree with you regarding competition. Other companies can build better bikes and can sell them more cheaply, but the core market will always want Harleys.

BTW, I don't understand Buffett not wanting to buy a MSFT. Is Microsoft's franchise not as secure as a Gillette/American Express/Coke/Dairy Queen? It would be interesting if he'd comment on what he thought MSFT was worth.

Don't let what the fed did with interest rates fool you, the problems are still here,

Yeah, I'm still holding about 50% cash and am confident that the bloodletting has yet to run its course.

Shane
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