Buffett correspondence with Microsoft Exec

[CR]

In the early 90s, there was a back and forth between one of the early Microsoft Execs and Buffett regarding Microsoft as a strong business and how to understand it.

 

I am having trouble finding this again. Does anyone have a link or a copy?

 

Thanks very much.

[leftcoast]

Here you go:

 

http://i.i.com.com/cnwk.1d/pdf/ne/2004/raikes.pdf

 

The MS exec's name is Jeff Raikes, and it's Jeff that actually does most of the analysis of MS and its moat. Keep in mind it was written 13 years ago... so both the competitive landscape and Buffett's personal e-mail address have probably changed. :)

[saumil]

Hi

 

Please go through this link (http://warrenbuffettresource.wordpress.com/letters/other-letters-emails/)

 

Its my blog on WEB...has many resource

 

- Saumil

http://warrenbuffettresource.wordpress.com/

[CR]

Thanks much to both of you.

[CR]

Saumil, a heads up that the link "Berkshire's letter to MBIA" does not work. It seems to be dead.

 

[saumil]

Have updated the link...pls check again!!