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Technology Stocks : Long Term Investors' Outpost -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (14)	7/9/2002 9:22:18 PM
From: Uncle Frank	Respond to of 562

I think the kid's just trying to get an audience. G&K has long been the premiere investing thread on SI; what better place to promote yourself?

To: Lizzie Tudor who wrote (14)	7/10/2002 12:35:57 PM
From: EnricoPalazzo	Read Replies (1) \| Respond to of 562

Why does Shannon think GKI didn't have strong returns in 1999? You had qualcomm and jds uniphase in the portfolio didn't you? I think he's saying that the total return of the 99 GKI from 99 to present is negative, not that the return in 99 was negative. For a long-term investor, the return from 99-02 is more interesting than the return in 99 (of course I'd really like to know the return from 99-09...) Notice Buffett buying tech now, you can't get much more of an endorsement for b&h than that. Never thought I'd see it. Not exactly. He bought some debt in one particular, very well capitalized telecom firm. He didn't exactly buy a bunch of QCOM LEAPs. My guess is that telecom debt has gotten beaten down tremendously lately, and Buffett noticed that Level 3 in particular was still quite solid.