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

To: jhg_in_kc who wrote (290)	9/21/1998 1:22:00 PM
From: Triffin	Respond to of 4691

Box makers = car companies... Dell may always have an edge on CPQ GTW HWP etc for cheaper components from suppliers and a more efficient assembly line etc..but at some point the business becomes a "replacement" market business and the stocks will be priced accordingly...ie 1-2 times revenues and under 10x earnings... Bet Dell and the others don't even make their own labeling stickers.. Since we're arguably still on the growth side of the curve and Dell is the current premier assembler of components..the market has discounted the here-after..won't stay that way forever. This is why Buffet doesn't own Dell and never will.. don't think GM C or F are in the portfolio either. Jim in Ct...not long nor short...