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To: JSB who wrote (15660)	2/11/2000 8:20:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

This is the post that caught my eye. And BRKB is a more or less a pure financial play while SFE is more tech and Internet, which I have in spades already. To: Duker (1314 ) From: Richard Forsythe ( Ignore ) Wednesday, Feb 9 2000 6:34PM ET Reply # of 1340 Just to drill down into the valuation aspects... At September 99, Berkshire had, per B share equivalent: $787 in cash and cash-equivalents and bonds. $1548 in cash, bonds and equity (including Coke, etc) $1213 in shareholder equity/book value $812 in "tangible" shareholder equity (i.e. excluding goodwill) So, even given some overvaluation in the equities (and both KO and G were close to 3 year lows on 9/30/99), you're getting $1548 in liquid assets per B share. The insurance companies, candy company, retail businesses, flight services -- they're free with purchase. Interesting, eh?