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

To: cfimx who wrote (311)	9/22/1998 3:02:00 PM
From: jhg_in_kc	Read Replies (4) \| Respond to of 4691

In the midst of the worst bear interlude in 10 years, my Dell is up 161%, and Berkhisre is up 23% YTD. When is Buffett going to get off his ass and deploy his General Re booty. If he is resting on his laurels, his laurels are in the wrong place. He needs to buy some tech stocks. Surely he can see the ubiquity of Microsoft; the efficiences of Dell. This will be my last post extolling Dell though. This thread is far too stodgy to even admit that a phenomenon like Dell can be genuine. People here seem too steeped in "margin of safety" dogma, I'm afraid. Sometimes you have to rock and roll. On the Dell thread we dont' need no stinking 12% returns. We are used to 45% at a minimum. jhg