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

To: Terence Mitchell who wrote (352)	9/24/1998 6:39:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 4691

I have heard this before. But Dell is more than just a computer box maker. It has a unique business model, build to order just in time manufacturing , virtual integration with suplliers and customers. Would not Buffet be interested in this? And why can't Buffett understand computers? I don't believe him. He is being disingenuous. jhg

To: Terence Mitchell who wrote (352)	9/24/1998 10:27:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 4691

Re: Buffett's tech aversion, computers have fallen into that category for him, but not for most of us. Heck, if we are to invest in what we know, well, most of us own computers and use them a lot no? And we all use them at work, no? Heck, even Buffett plays bridge over the internet. So maybe he knows them now, too. In any case, before we get all high and mighty about thinking what we think Buffett thinks, he did buy that rent-a-jet company. No long history there. And its market to me seems complex and uncertain. And there's that silver venture that he's still sitting on. To the Dellhead here: looks like you're betting against the house with the house's money. No crime there. Just be aware that anyone that knows Buffett won't bet their dollars on a 4 year stock phenom. The margin of safety ain't there just yet, and I for one won't change the definition just to make Dell fit. Good investing, Mike