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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (52190)	7/18/1998 4:46:00 PM
From: SecularBull	Respond to of 176387

Your information is irrelevant. Interesting, but irrelevant. Berkshire cannot be compared with DELL, because of the time difference. You cannot look at Berkshire's last five years and compare that to DELL (DELL wins), nor can you project what DELL might have done had it been founded at the same time. There are too many variables, not the least of which is that Berkshire and DELL are two entirely different investments. DELL is a company in one sector, and Berkshire owns shares in many companies in various sectors. What is the point of making your post? LoD

To: jhg_in_kc who wrote (52190)	7/18/1998 6:32:00 PM
From: Mohan Marette	Respond to of 176387

Well, consider this. jhg: In my opinion comparing Dell and Berkshire Hathaway is not all that fair. For starters Dell became public in 1988 and not 20 or 24 years ago like BRKA so even if one were compare the two just for the hell of it one should start the comparison from 1988 and not 20 or 24 years ago when MD was only 9 or 13 years old. Secondly Dell is a technology company and Berkshire is a collection of blue chip companies therefore better compared to a mutual fund or something of similar make up as that is what it is. But if the urge to compare the two is irresistible at least compare their performance for the last 8 or 10 years as I have attempted to do below: exchange2000.com (PS:100 months is all I could get from SI without going outside and being a lazy kinda guy I didn't want to exert too much but you can indulge us if you 'wanna'.)<gg>

To: jhg_in_kc who wrote (52190)	7/18/1998 9:10:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

jhg, you might find it interesting to note that the return on investing in Buffet was around 37% per annum for the illustrations you provided. My holding period return on Dell is over 200% per annum. Also, you should note that much of Buffet's and BRK's gains were in a period with high inflation, and so the value of a dollar eroded rapidly. My rate of return in DELL is computed during a period of virtually no inflation. I'm taking nothing away from Buffet by these statements. They are simple fact. They highlight the problems of investing in dissimilar time frames. TTFN, CTC