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

To: James Clarke who wrote (415)	10/10/1998 4:15:00 PM
From: jhg_in_kc	Respond to of 4691

James, thanks for that insight re speculators vs. owners. I will bear it in mind. i did notice that there is not nearly as much volatility in berkshire and only a miniscule number of shares traded by comparison. i guess Dell is Wall st.'s "darling"-- with all the risks you enumerate. i will live with the volatility to get a 100% return YTD. I will try to be careful. all the best jhg

To: James Clarke who wrote (415)	10/11/1998 5:55:00 PM
From: jhg_in_kc	Respond to of 4691

To all: FYI, Re: Intrinsic Value. The Motley Fool has begun and will continue next week a series on intrinsic value and how Warren Buffett calculates it. Go to fool.com jhg

To: James Clarke who wrote (415)	10/11/1998 11:37:00 PM
From: Sonki	Read Replies (1) \| Respond to of 4691

jim, many people think Dell is a $2-3 stock. Here are the FACTS... <Contrast that with the OWNERS of a Coca Cola.> as of 10/2/98 dell insider owner ship 23% dell dropped. 68% from it's hi ko iinsider 22.94 ko dropped 66% from it's hi. intel insider 7% how can ko 41pe be justfied compared to dell's 58pe compare to growth in earning... frankly, i have been wanting to buy KO for a long time but I am still scared of KO. KO and intel have not gone any where for a year.. how to you arrive at 25 number? please look at this chart. quote.yahoo.com