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To: John Koligman who wrote (71355)	11/9/1999 12:46:00 PM
From: SpongeBrain	Read Replies (3) \| Respond to of 97611

You are missing the biggest rally of all time. It BLOWS my mind that people waste their time with these dead stocks. Why put so much time and effort into all this analysis on dead stalwarts like DELL, CPQ, MSFT, etc.... If you spent 1/2 the time that you spend posting to this STUPID thread, and instead applied your analytical talents to learning and understanding the new forces that are moving these markets, instead of trying to discredit and deny them (out of sheer jealousy) you would make 10x the return you are making now. PS: Please spare me from your "long term horizon, disciplined value investing, balh blah blah" I dont care. You are missing the biggest rally of all time. I have doubled my money several times over since the summer. Just trying to open your eyes. Good luck to all, and to all a good night.

To: John Koligman who wrote (71355)	11/9/1999 1:54:00 PM
From: rupert1	Respond to of 97611

John: The fact that Marks and Spencers would not accept credit cards was a symptom of its strength, not its weakness. In the first place, it diversified into sellign financial services, from its own stores. Then it provides cash machines in its stores for customers who arrive without cash. It reckons it saved 2% to 3% on its margins by a cash only policy. Marks and Sparks started as small family store in the east end of London run by an immigrant European jewish family. Members of the family are now in the House of Lords, Margaret Thatcher famously said she bought her clothes there and John Major's eldest son (the last Prime Minister) started his career as a trainee manager with M&S. It tends to be the leader in retail and in business in Britain adopts a high moral tone (it opposed Sunday opening and strictly supervises the human rights policies of its oversees suppliers) and makes its own rules. However, it is highly efficient. It's tills ring continuously and its major logistical problem is keeping the lines of people waiting to check out to reasonable proportions and constantly replenishing its shelves. Endorsement by Marks and Spencers is a huge marketing coup for COMPAQ in the UK and Europe.