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To: pompsander who wrote (20199)5/13/1999 8:50:00 AM
From: Bomar  Respond to of 93625
 
What is MSFT really? a software company or a burgeoning high tech telecom holding company?

Is Bill Gates the Warren Buffet of High Tech???......................

You really have to start viewing MSFT not as a software company but as a holding company (managed fund) of the best of the best in the telecom, software, and whatever else he decides to buy. It is intriguing to think of an investment in MSFT as a way to get BG to manage money for you. The nice thing is he's only 40 something and probably won't take a potshot on a long silver position.

Just reiterating the obvious...

Bomar