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

To: Patrick E.McDaniel who wrote (66002)	9/17/1998 5:56:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Patrick, that is a great thought. IMO, Buffet will have to invest in some new firms with more consistent growth in margins. Recently, some of his old standbuys (like Disney, Gilette, Coke etc...) have had some trouble. They are also losing investor support. I know that Buffet likes to invest in what he understands. Yet, he should consider investing in some MSFT (since he is such a good friend of Gates) and some DELL. If he followed my recommendation his Berkshire Hathaway investors would be richly rewarded in the next 5 years!!!! Of course DELL would gain new credibility as well. Just dreaming.......................... -Scott

To: Patrick E.McDaniel who wrote (66002)	9/17/1998 6:31:00 PM
From: freeus	Read Replies (1) \| Respond to of 176387

re Warren my boy Wouldnt it be great to see him in DELL. I'm sure he understand a BTO model and a computer even if he doesnt "understand" software (thats what he said about msft). And he is a long long term holder, what great stability it would be. But I am reading Buffetology. And I think not. He goes for P/E, and market monopoly and easy to understand stuff (coke and razors that easy). Freeus