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Non-Tech : Berkshire Hathaway Class B -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (800)	5/19/1999 11:32:00 PM
From: Fredman	Respond to of 1652

I sold ICOS much too soon also, but it will eventually be at 60.00. Yes, i love ATT and IBM, but lest we forget EMC. We need to keep an eye on IBM as they are the ONLY company any CIO would really trust as a threat to EMC. There are others, but i don't think they would be able to offer the same level of service as IBM (and EMC) SO FAR.

To: jhg_in_kc who wrote (800)	5/20/1999 3:36:00 AM
From: Dale Baker	Read Replies (2) \| Respond to of 1652

I never understand why people point to BRKB as a zero-sum investment choice. I have 10% of my money in BRKB and 50% in tech stocks. What's the problem? WEB understands insurance and retailing (TCAT was a nice pick too which made me almost 40% in a few weeks with the buyout). Other people understand technology. I bought my BRKB in December at 2047 so I am up nicely in six months (it's called reading a chart to time your entry). If you really don't like WEB's style, sell and leave. Just don't come back whining when tech stocks are cut in half in a correction. That happens about once a year.