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

To: Madharry who wrote (24593)	8/15/2006 10:05:05 AM
From: gcrispin	Read Replies (1) \| Respond to of 78748

Dell is an interesting call. There is one large purchase by Michael Dell contrasted against a sea of insider sales.

To: Madharry who wrote (24593)	8/15/2006 8:52:53 PM
From: pcyhuang	Read Replies (3) \| Respond to of 78748

Madharry: I feel obligated to reply your comment partly because we have gone to the same university. Haven't you heard the saying "Buy when there is blood on the street"? The people behind WCI have had more than 50 years of experience in the designing, development and marketing of properties. I suggest that you follow the link in my original message to read a detailed buy-recommendation report from Reuters. pcyhuang huangcapital.com

To: Madharry who wrote (24593)	8/17/2006 11:00:08 PM
From: pcyhuang	Read Replies (3) \| Respond to of 78748

"I added Dell today. Longleaf partners among others made a huge bet on them" Dell's Woes: Full Story: slate.com Then there's the issue of quality control and responsibility. This has proved to be something of a lost decade for Dell. And a chunk of its woes can be ascribed to its propensity to avoid integration. With prices of raw materials and transportation rising, Dell has had a difficult time maintaining profit margins. And there are ways in which outsourcing the down-and-dirty, low-margin production functions can harm the high-margin intangible assets, like your brand. Customers have complained about the decline in service. Most recently, Dell has had to contend with the burning laptop phenomenon. Dell has taken pains to note that the batteries that are being recalled were made by Sony. But customers and investors have poured out their wrath on Dell, not Sony. Letting somebody else do the hard work to guarantee the quality of your components used to be a great advantage of deintegration. But in this age of selective vertical reintegration, it can also be a liability. pcyhuang huangcapital.com