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

To: HeyRainier who wrote (336)	9/23/1998 6:20:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 4691

Dell's business model is a barrier to entry. No competitor can emulate it without enduring several years of massive losses from the channel it has deserted in order to build to order. jhg

To: HeyRainier who wrote (336)	9/24/1998 1:53:00 AM
From: BUYandHOLD	Read Replies (1) \| Respond to of 4691

DELL for Buffett? <Softie has a product that nobody can copy and everyone has to have because nobody else's will get accepted> Very good point Rainier. Mr Softie is perhaps the best monopoly in the world. (INTC is quickly discovering the perils of being market leader!). Talking about barriers, KO is nothing but water, sugar and color (some barrier!) yet it has made billionaires out of mere mortals. MCD makes a product which is fairly easy to copy (if I may say so myself) yet remains "capo de tuti capi" of fast food. Which brings in DELL. What DELL is doing, (inventories of 4days vs 18days by the competition) analysts say, is a tough act to follow. At least CPQ,HWP and IBM seem to think so (to say nothing about Packard Bell which may face an early demise) DELL may not fit a classical Buffetologists bill, but that may be because it is a tech company. good investing B&H