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

To: jhg_in_kc who wrote (354)	9/25/1998 11:02:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 4691

You tell me that a genius like him couldnt analyze Dell Computer in a day or two but wont even consider it because it is tech and somehow a priori mysterious and unknowable? Bull You sound frustrated that Buffett has passed on Dell. Don't forget WB's famous analogy of the hitter standing at the plate. In Buffett's game you can let a hundred good pitches go over the plate and wait for one that suits your tastes. Maybe Dell is a great pitch but it is in the upper portion of the strike zone and perhaps Buffett is a low-ball hitter. It doesn't mean someone else can't hit it out of the park. -Robert