The growing negativity/appearance of Skeeter Bug on the thread signals that we are near the bottom of the present up/down cycle for Dell....we are coming into a confluence of events (in October/November) which will drive the stock price back up (in the short-term)....testing and maybe breaking 49/50...
2000 is going to be a monster year (with Y2K behind us, world economies growing like crazy, Xeon, and Windows 2000)..the stock price will also reflect this soon...
I, for one, am not disappointed with a consistent 25-40% from a tech bellweather...using options, one could (certainly) increase that return.......additionally, there is the possibility (not likely, but still possible) that Dell could exceed 40% a year.......however, there is very little chance, IMO, that Dell will average 15%< over the next couple years....I really don't know what folks are complaining about...Sure, I love 100% as much as anyone.....but, someone, please, show me a 100% p.a grower with as little risk as Dell (growing at 25-40%) over the next couple years....
If someone does, I'll buy it (but also keep my Dell...,g.) |