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Strategies & Market Trends : Buffettology

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To: peter michaelson who wrote (633)	12/6/1998 2:42:00 AM
From: James Clarke	Read Replies (3) of 4691

Yeah, still on the East Coast, up late, no offense taken. I re-read my first post on Boeing and realized I was lazy - I would have called me on that too. I'm glad you pushed me to think about why I bought Boeing - now we can exchange our views on the real issues. Boeing is the kind of company everybody knows something about, and I would love to hear more thoughts from everyone on two questions: Would Warren Buffett be interested in Boeing at the right price? I think the answer to that one is no because if he wanted to buy it he had many many chances in the past, and I concede that it is extremely difficult to value, which is not what Buffett likes. More importantly, is it a good value at the current price? I think you know my answer to that one. Jim

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