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Pastimes : 100 Acre Wood
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To: MulhollandDrive who wrote (1089)5/21/2002 12:56:09 PM
From: Original Mad Dog  Read Replies (2) of 3287
 
I view DELL as striving to become to the PC industry what Toyota is to the auto industry: A purveyor of superior products at competitive cost.

There are few such companies in the world, they are all industry leaders, and they all survive on a long term basis and create value for their shareholders in the long run despite commoditized markets. I don't currently own their shares but I would not hesitate to consider them for a LTBH account despite the fact that it is not the best industry to make huge profits in.
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