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Technology Stocks : Dell Technologies Inc.

DELL 122.00

+2.2%

11:33 AM EST

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To: Lizzie Tudor who wrote (66164)	9/18/1998 8:51:00 PM
From: BUYandHOLD	Read Replies (2) of 176387

Michelle <So, if he thinks he can avoid technology companies by buying Fritos hes a little mistaken.> "Calling Fritos a technology company because they use I2 software is like calling Dell a food company because employees use Fritos for snacks" --would be a lame first response. Seriously though, Buffett has insisted that the reason he "does not understand" technology is the speed with which Leaders change. Take computers for example, in a mere 25yrs "leadership" has from DEC,IBM,CPQ and some now feel DELL is new kid on the block since CPQ seems to be on the ropes. We said nothing about AAPLs ups and downs! Compare that to beverages. KO has KOd every soft drink since the Woodruffs bought the whole shebang from Candler in 1916 (can you say $25 mill?). Washington Post will remain a premier paper for the forseeable future etc etc At least that is what the Oracle states, he KNOWS KO (or G,or MCD etc) will be ichiban in 10 yrs. Not even uncle Bill can say that about Windows. Or uncle Andy. Hopefully uncle Michael can. (I for one wish he could dip into into DELL. He would make lots of people least of them Dell threaders a very happy group) Good investing B&H

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