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Strategies & Market Trends : Buffettology
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To: jhg_in_kc who wrote (293)9/21/1998 4:04:00 PM
From: cfimx  Read Replies (3) of 4691
 
yes, dell's edge will eventually be neutralized by compettion, which is savage. I think DELL has executed well but I think it is an accident waiting to happen. msft is much more a buffet stock and he wouldn't go near it. buffet doesn't know where dell will be in ten years and neither does harvard's man of the moment. nor does buffet know where msft will be. when buffet says something believe him. don't think he is playing with your mind cause he aint.
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