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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (278)	9/18/1998 5:14:00 PM
From: jhg_in_kc	Read Replies (3) of 4691

sir, you are wrong about dell. dell is a distribution stock not a computer stock. It has a unique franchise, which is a barrier to entry to the competition-- its business model. go to the dell thread (the facts thread) and look at the Harvard Business Review interview with Michael Dell. You are also wrong about computer industry not growing. It is growing at 15% a year currently and Dell expects to do 3 times that growth every year for the next 3 i believe. The only thing that would keep buffett from buying this stock is that it is not currently undervalued and that we cant see where it will be 15 years from now. but for the next 5 it is outstanding. its return on invested capital is astounding. I think buffett would very much admire the efficiencies of Dell Computer. It will double again in 6 to 9 months barring a world wide depression. After you do a bit of reading, the Harvard article is a must, I'd be interested in your thoughts. best wishes, jhg do you forsee a recession like in the 70s? jhg

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