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Strategies & Market Trends : Buffettology

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To: Terence Mitchell who wrote (352)9/24/1998 6:39:00 PM
From: jhg_in_kc  Read Replies (2) of 4691
 
I have heard this before. But Dell is more than just a computer box maker. It has a unique business model, build to order just in time manufacturing , virtual integration with suplliers and customers.
Would not Buffet be interested in this?
And why can't Buffett understand computers? I don't believe him. He is being disingenuous.
jhg
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