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To: Jeff Lins who wrote (11479)4/1/1999 2:48:00 PM
From: timbur  Respond to of 16960
 
--OT-- Owning MSFT

Jeff, I agree with you 100%. Fortunately, my investment club partners overruled me and we bought both Dell and MSFT a couple of years ago. Now we're left with the problem of how to offset the capital gains. ;-)

The argument that won me over WRT investing in these companies is that they both have had high returns on equity. According to the book "Buffettology" (written by an ex-daughter-in-law, not Warren himself), this is a large consideration of Buffett's.

Tim