arthur, i apologize.
sorry, i thought i was posting to the butt scratcher's convention site. i got confused.
actually, kidding aside, in reading Barron's and other publications for the past three years I heard Dell mentioned as a strong buy once - and never in Barron's as such. after speaking with fund managers across the nation at different conventions, they mentioned Dell only briefly as a buy. I DID however, here numerous times that CPQ was a good buy from them as to valuation. HWP and IBM were always mentioned as stocks to buy and hold; they own the market, so on. I concluded that it obviously takes more work on the part of the investor to understand Dell's model and what they're doing; and frankly, even mutual fund managers must no longer committ the time (per the latest convention in Virginia). seriously, both you and ed seem to know more about Dell's model than many fund managers. Dell isn't just a box maker anymore (the original fault they were siting), now Dell is a service provider (but it can't compete, the new argument). They're always coming up with something, yet through all this CPQ and HWP were core holdings with these fund companies. why? Was Michael not talking enough then too? The majority analysts' perception of Dell has remained unwaveringly boring for the past three years. why? it must take more work to study how Dell runs its operation for one thing. |
