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


To: DepyDog who wrote (1306)2/9/2000 1:10:00 PM
From: zyx1996  Read Replies (3) | Respond to of 1652
 
It appears to me that my 1600 support approaching much fast then I expected. Is there something wrong within the company? My 1600 support has counted big sell off, not at the time most index are all time high. How bad is the Gen Re problem? How big the loss of bond holding at Berkshire? Anyone out there knows? ZG



To: DepyDog who wrote (1306)2/9/2000 4:33:00 PM
From: Duker  Read Replies (1) | Respond to of 1652
 
just too much money to be made in techs to mess with Berky until it turns around and makes substantial gains and hold'em.

Now there is a thoughtful strategy. Let it make "substantial gains" and then buy it?

Guess Mr.Buffet needs to re-think about thinkin about Techs...this is a NEW world out there...and it aint Tulips. good investin yall, Dep

Yeah, CSCO looks real interesting here. I think we may make it to a $1 Trillion market cap before MSFT. I think it would still be undervalued at those levels. Think about it, that is only a 230 P/E at those prices. With an earnings yield of 43 basis points, how can you go wrong!

I wish you luck in your new world. I hope you are not margined and that you do not get too hurt when we regress back to the mean, so to speak.

--Duker