Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (2737)	1/18/2001 7:32:51 AM
From: Moominoid	Read Replies (1) \| Respond to of 4690

If you're confused by why I like Dell, focus not on the Buffetology numbers (I would never plug Dell's ROE into any growth model), but on my statement that its not a PC company. Why not in this case but yes in other cases?

To: James Clarke who wrote (2737)	1/29/2001 5:58:19 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 4690

here is this jhg guy you used to argue with. I am back. I had some major problems at work I had to deal with and no time to post on web. Well, well, I see you mirable dictu, now tout Dell as a Buffett stock and not even a tech stock but a manufacturer/distributor of great efficiency. My, my. I am glad my enthusiasm of 2 years ago registered in your mind. But now I wonder if Dell can continue its growth, let alone hypergrowth. I think it's glory days are over with. What is your case for buying it now?(leaving aside what we discussed in the past about its business model) My current enthusiasms are EMC, CIEN, JDSU, and as a cigar butt, YHOO. I think QCOM is a value stock, too, now, I rode it from 70 to 185 in 1999, and just bought some today at 85 or so. I must post more sparingly these days due to time constraints and also after the beating I took in 2000, I am saying less and listening more. My portfolio was down 70 per cent from its March high, and now I am up 60 per cent from the bottom in early Jan, but there is a long haul back. Only the hardiest survivors are still in my portfolio, the stocks I mentioned above. Good luck and good to talk to you again. PS I AGREE DEVELOPING THE PATIENCE IS THE HARDEST PART. jhg