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

To: The Duke of URL© who wrote (1354)	2/13/2000 5:09:00 PM
From: w molloy	Respond to of 1652

>> The vast majority of funds cant beat the s and p. surely you aren't equating BRK to a mutual fund? I haven't invested in Yahoo (or any Internet play). My portfolio is focussed on telecoms e.g. ARMHY, COMS, QCOM, NOK, ERICY, CNXT, CSCO, MSFT, and INTC. I also had BRK but dumped it when it dropped below 2000, for a small loss. I find it incomprehensible why Buffett ignored the tech sector for do long. His view that it is overvalued is probably true today, but 5 years ago? w.