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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 3:59 PM EST

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To: Rosemary who wrote (34374)	3/14/1998 5:20:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

Rosemary, tech stocks evolve too quickly for Buffet. One of my favorite Buffetisms is "Buy a company with good management and go to sleep for twenty years." Now, maybe that works with KO or Gillette, but don't try this one at home with the likes of AAPL or IFMX or any of a few hundred others that were market leaders at one time, only to crash and stay crashed. His investing style would lead to disaster in this millieu. However, I still believe that it is foolish sell based on prices in the stock market. My trigger is always the erosion of fundamentals that compromise the long term growth prospects of the company. Regards, Payl

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