Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.03

+2.5%

Jan 16 3:59 PM EST

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To: Stefan who wrote (29070)	3/14/1999 5:28:00 PM
From: John Stichnoth	Read Replies (1) of 70976

Off Topic: BRKa--I'd say you're right. He is more cautious on specific issues. I don't understand the significance of his selling Gen Re's holdings. Hadn't realized he had. Will have to think about it. However, he also invested during the year--in Gen Re. The buildup of cash also suggests that he is concentrating on large individual purchases. They occur less often, are harder to do. Any more discussion of this, I suppose we should move it over to the BRK thread, yes? (I'm just starting to read the annual more closely. Skimmed it yesterday.) JS

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