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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?


To: Bob Rudd who wrote (2695)12/18/2000 4:08:32 PM
From: Daniel Chisholm  Read Replies (3) | Respond to of 4690
 
Re: value in MSFT,

Hi Shane, Jurgis and Bob,

I nattered on about me "not getting" MSFT as a value stock a few months ago over on the Value thread: #reply-14612698

I don't think the numbers have changed much since then (their mkt. cap is now $250ish Biggies instead of $270B).

How are you guys approaching the buying of MSFT as a long term owner (i.e., without counting on a younger, fresher, more eager face to take you out at a profit)?

(disclaimer to all of the above: so says Daniel, who thought shorting RIMM recently at $72 was a really great idea... still in it... ouch! it sure hurts to be stupid *and* stubborn...)

Best regards to all the great writers on this thread,

- Daniel