bankers lady...what do they need to move dell up
nothing fundamental, as this is strong and real....more a change in "perception" of the future direction of dell, as long as "perceived" as a box maker, stock will lie fallow...look at ibm, hwp,t...all very vocal ceo's all talked of the "future"...market rewarded "forward vision" dell refuses to play equity market game, doesn't impact the operation of the company, but affects the shareholders...i'm sure if dell went to the market for a new stock or debenture issue, they would be a bit more vocal of the "future". ceo responsibility along with running a company is his "public relations" role..."mikey" becoming a bit invisible....i guess he is excited about his koop.com purchase...or perhaps new star wars toys....i have a 30k dell position, accumulated and hold based on fundamentals, but look at silence of management as a potential warning sign...meredith stating "keep your eye on this space", doesn't humor me...if they have something in the works, why not bring it forth..timing is everything, and when the "big guys" ibm and hwp have already "shaped the future" in the minds of the equity markets, maybe its time for "mikey" to throw some clay on the wheel and do a little sculpting...he claims he is the greatest. david beating goliath, but now he finds himself standing tall as goliath once did...watch out for little guys with sling shots, or big guys with even bigger hammers....just a very verbose thought, as usual, on my part on the "mystery of mikey"
cheers ed a.
p.s. the point about the div is crucial, no div, then only thing you can give to loyal shareholders is higher maintained stock price... |
