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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Brian Malloy who wrote (40222)	3/31/2000 3:47:00 AM
From: Yaacov	Read Replies (1) \| Respond to of 74651

Brian, 16,500 shares for Mr. Buffett is a drop in the ocean! I am a share holder in Mr. Buffett's company and if "He" knew that MSFT was close to a deal with DOJ, why not 1000,000 shares, at least! If the 16,500 is correct, that I doubt becasue it is a modest number, then this was a minor adjustment and should not signify much! RGDS Yaacov

To: Brian Malloy who wrote (40222)	3/31/2000 3:54:00 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 74651

I learned today that Buffett recently purchased 167,500 shares of MSFT Not exactly, about 2 and a half years ago, Microsoft issued convertible bonds, paying 3% and convertible into half a million of common, but limited to about an 18% value appreciation. One third of this issue was purchased by one of Berkshire Hathaway's 100% wholly owned subsidiaries, probably GEICO. The subsidiary still runs its own portfolio, independent of Warren. But other than that your post is pretty much correct.

To: Brian Malloy who wrote (40222)	4/1/2000 7:09:00 PM
From: Mick Mørmøny	Read Replies (1) \| Respond to of 74651

Brian: Confirmed! It's 167.5k MSFT preferred shares. Here's the skinny: Buffett's Berkshire Denied Confidentiality for Holdings by SEC By Miles Weiss Buffett's Berkshire Denied Confidentiality for Holdings by SEC Washington, Feb. 22 (Bloomberg) -- Warren Buffett disclosed that his Berkshire Hathaway Inc. owns stakes in Microsoft Corp. and Robert Half International Inc. after the Securities and Exchange Commission refused to let the billionaire report these holdings on a confidential basis. Berkshire, based in Omaha, Nebraska, held *167,500 Microsoft preferred shares* at Sept. 30, according to documents filed with the Securities and Exchange Commission. Other stakes reported in the filing include 1 million shares in Robert Half and 1.86 million shares in Cox ommunications Inc. However, both of these stocks may have been selections made by Louis Simpson, who runs an investment portfolio for Geico Corp., a subsidiary of Berkshire. Investment managers who oversee $100 million or more of equities must report their holdings to the SEC in a Form 13F at the end of each quarter. The SEC also allows such managers to file a separate, confidential report if they can show that disclosure would disrupt their trading strategies. Buffett for many years has filed a confidential 13F that was disclosed to the public about one year later. However, he said in the amended Form 13F filed today that the SEC had refused at least some of his latest requests for confidential status. The Form 13F lists securities ``pursuant to a request for confidential treatment and for which that request was denied on Feb. 4,' the SEC filing said. ``Berkshire has chosen not to appeal the denial of confidentiality as to these securities even though Berkshire believes that its confidentiality request was appropriate.' quote.bloomberg.com