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Non-Tech : Berkshire Hathaway Class B -- Ignore unavailable to you. Want to Upgrade?

To: Benkea who wrote (898)	8/7/1999 1:41:00 AM
From: The Duke of URL©	Read Replies (2) \| Respond to of 1652

...Come Gentlemen, Congressmen, Please heed the call, don't stand in the doorways, don't block up the hall, for he that gets burnt will be he that sells all, the new world's rapidly changing, you better start swimmin' or you'll sink like a stone for the times they are a changin... ................Guthrie & Sons Securities Company, (all rights reserved) in Mar 1999, aol was ~149 now ~83 and brk.b was ~2403 now ~2060: -46% versus -10% Hmmmmmmmmm. techstocks.com : +Michael & B.Anne (710 ) From: +DepyDog Thursday, Mar 25 1999 3:16PM ET Reply # of 900 Well I tried to post this earlier but evidently it didnt go through. I broke down and sold most of my Brk.b in order to accumulate more AOL shares. I still have some left but couldnt see just letting dead money hang around when AOL is going great guns. I will keep the few Brk.b I have left out of my admiration for Warren and apologies for being greedy. The AOL I bought back in Sept last year is already over 200% profit returns....hard to beat. Anyway, please dont yall drum me off the thread as I am still a qualified Berkie even though not holding as much now. Good luck, Dep techstocks.com

To: Benkea who wrote (898)	8/9/1999 10:14:00 AM
From: Richard Forsythe	Read Replies (1) \| Respond to of 1652

I think there's one factor you've missed from your analysis -- the acquisition of General Re. The annual report did not really address this because the deal closed in December 98. The report due this Friday is really the first opportunity to assess the impact of Gen Re, and it will be interesting to see how things are going. Also, Buffets idea of "reasonable" valuation is probably a lot lower than the market's and so in the current market one might expect a higher multiple--i.e. the current price is something of a bargain compared to other stocks available today. Richard PS liked the graph, although it might suggest that a 1929 crash is due this October.