Subject: Re: barrons, the cover is very bullish, msft,
You are correct that was the question!

I would say that its not off limits anymore- if I had to guess.

However, Gregg Warren said something I thought was very interesting in his recent podcast.

Basically, one of the reasons, could be a big reason, that Buffett sold down Apple and maybe BAC too, is because they're subject to the corporate AMT, and if their cash taxes are not in excess of 15% over a 3 year period, then they're unrealized gains would be taxed. So, Gregg Warren (interesting the name, huh?), things that Buffett sold down equities in order to make sure they paid over 15% in taxes so as not to have unrealized gains taxed, at least, that's what I understood.

If this is the case, maybe, stock purchases of any real size, would not be emphasized going forward.