Cool- If you are referring to Dell's stock appreciating at 100-200% each year, almost all on this thread agree that is not going to happen....however, annual appreciation between 20-40% for the next few years, which is mighty good, is a distinct possibility. That makes owning Dell a very good investment.
No where in your post do you mention earnings! Do not be fooled by internet hype, earnings do matter. Sometime (soon) internet companies, all internet companies, will have to show earnings, and earnings growth, and lots of it...or their stocks will get flattened..
Doubt, quite a bit, is already creeping in for many issues
Amazon, in particular, is a bit worrisome, IMO. They will survive as a business..probably not even selling books...but, IMO, the jury is really still out...they have to show they can make money..
If it would make you happy, Dell could probably use $4 Billion in cash to buy existing internet businesses, load the balance sheet with debt, and selling their computers at below cost....I bet Dell could grow revs at 60, 70% or more. Would that make you happy? More importantly, would that increase shareholder value and increase the stock price?
Somehow, I think MD, TM, KM know a little bit more growing shareholder value than you <no offense intended>
How'd I do, Chuzz? <G> |
