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


To: James Clarke who wrote (283)9/19/1998 3:39:00 PM
From: jhg_in_kc  Respond to of 4691
 
Here is a link to HBR int'v of Mike Dell: In siliconinvestor.com
then go to
"DELL: Facts, Stats, News and Analysis" thread, then
go to posts #23 thru 26, or go to #30 if you want to order a copy of the interview.

ninety percent of my portfolio is in Dell and In Berkshire Hathaway. They are both champions, I think.

Do you beleive we are headed for a global slowdown? Is that why you think stocks are so overpriced?
jhg