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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: A.L. Reagan who wrote (40224)	3/10/2001 9:25:15 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

A. L., To the extent the field manual authors led readers to believe that the rules were radically different because it was "tech" or "the new economy" they did a gross disservice. I believe they help us focus on the issues of high-tech that are especially conducive to the issues about competitive advantage and the like that Buffet admires. I can't think of an example in the manual suggesting that any of the investing rules have changed. If you can, please cite the page number so I can look at your examples in context. Thanks! --Mike Buckley

To: A.L. Reagan who wrote (40224)	3/10/2001 9:28:44 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Warren bought KO cheap and sold it high. The following article says he is still holding KO. dailynews.yahoo.com <snip> Berkshire's other major stock holdings remained largely unchanged during 2000. The firm still owns 11 percent of credit card giant American Express Co (NYSE:AXP - news), 8 percent of soft-drink maker Coca-Cola Co. NYSE:KO - news), 9 percent of consumer goods firm Gillette Co. (NYSE:G - news) and 18 percent of newspaper publisher The Washington Post Co. (NYSE:WPO - news). <snip> uf