Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (46095)	5/2/2001 5:47:50 PM
From: John Trader	Respond to of 70976

Michael, When everyone is overly excited about techs again (maybe late this year or early next year?), I think that would be a great time to switch a lot of capital from techs into BRKB/A. Plot BRKA vs the Naz (2yr, 5yr, and max plots on Yahoo Finance), they are really out of phase, which is what one would want for a plan like this. Go from techs to Mr. Non-tech, who is also the world's greatest investor. The only downside is that Buffet is getting old, but either he or his pal Charlie Munger (sp?) should be around a while. Food for thought. John