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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (3478)	3/8/1998 11:00:00 PM
From: James Clarke	Read Replies (3) of 78565

In the Compaq/Dell euphoria over the last year, I have been on the sidelines somewhat perplexed. My first purchase was a Compaq, then I bought a Packard Bell to save a couple hundred dollars and never regretted it. This is a commodity business if I ever saw one. Dell so far has been a different animal. But I can't for the life of me understand why nobody can duplicate their strategy. Where am I wrong here on my industry analysis (this is an industry about which I claim no special - or any particular - expertise) - but I would like to think I could understand a superior industry at least in hindsight. But I still don't see it. Am I missing something big or do Dell and Compaq have a long way to fall before I should get interested?

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