DII Group, Inc. Message Board

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Technology Stocks : DII Group, Inc.

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To: rich evans who wrote (1589)	4/6/1998 1:41:00 PM
From: jeffbas	Read Replies (1) of 1845

Rich - What troubles me most is that mgmt appears not to have drawn the same conclusion we have in the release, either because they are too stupid to see it, or because they figure we are too stupid to figure it out, or they can't bear to tell shareholders how royally they !@#$%^&* up. I don't particularly care for any of those choices as indicators of the quality of mgmt. Do you have any others to offer? Rich, I would like to offer a remark on mgmt quality that originally came,I think, from Buffett or Lynch. Don't invest in a business that can't make do with lousy mgmt, because you are more often than not going to get it. Here we have DIIG and then ACTM, and I could point to several others I have owned, particularly in technology. I am beginning to wonder if this should be an overriding investment criteria - that the business can't be screwed up by mediocre mgmt.

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