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Strategies & Market Trends : Subsidiary/Venture Capital Value Plays -- Ignore unavailable to you. Want to Upgrade?


To: RavBruce who wrote (1)12/2/1999 7:17:00 AM
From: John F. Dowd  Read Replies (1) | Respond to of 17
 
BBS: I shared this with the MSFT folks months ago when they whined that MSFT was depleting its cash. They own 5% of T through a convertible preferred thta yields 5% and has a strike around 75. This is typical of their investments although none are on such a grand scale as this. In 2000 their potfolio could grow 40-100%. Seagate looks interesting but how solid is the portfolio?JFD