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When I originally nomiminated BRK.B, I listed three caveats. One of the three was that "we have to be willing to put in a few extra hundred dollars to buy one share". I had envisioned Tom reaching into his pocket, I never considered going on margin. At the time I submitted Bershire, I suggested TLAB as an alternate. Given that I've been "re-educated" on Tellabs flow ratio (see msg 229), I now switch my BRK.B pick to TLAB.

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