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Strategies & Market Trends : Buffettology

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To: Chuzzlewit who wrote (749)	12/24/1998 12:34:00 AM
From: James Clarke	Read Replies (1) of 4691

Chuzzelwit's math is fine. His finance is impeccible. He can even spell. The problem is the assumtpion which grounds his entire valuation argument: <<Conservatively speaking, Dell has a five year growth rate estimated at around 40%.>> A 40% growth assumtpion for five years - sorry, I used 50% in my previous post in refuting your logic - I would consider what you actually posted just a tiny bit less risky - adjust my numbers, I'd make the same argument. That is NOT "conservatively speaking" in anybody's book who bets their own money. Your use of the word "conservatively" in that context baffles me. If you really believe that is a conservative assumtpion, I pray you are not on margin. Jim

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