murrey....re: the luster of dell...
my absence has been solely due to getting a bit bored by the constant flaming of some idiots, who are too blind to see the obvious...
the obvious is this...dell the company is superb...dell the stock is lack luster this year. msd walking the walk, but not in cadence with the market...boast about earnings and future growth, but does this not again raise expectations....and set up for disappointment?
market wants to be led and stroked, ala how intc, msft, csco handle things....
hey, what do i know......one should not criticize "mikey".....but expect less then stellar appreciation of stock price, as market allows "mikey" to mature and grow into pe.........we are back to february 17 pricing, which was caused by "perceived" earnings shortfalls......took a blow out quarter and six months to get back to sell off price levels....."mikey" got to learn to lead the analysts, play the game....do you want to own a company that is growing by 50%, but whose stock appreciates maybe 15%? i don't mind...but the majority do....plenty of time to get on board, or be bored...many more buying opportunities...because until the "perception" changes..there will be a lot of supply on the sell side....so if not obvious, why the stock flat?....keep your eye on this space..wait until auctions, gigabuys,dellnet, kicks in.....might get to 50!!! |
