Rudedog:
Yes it seems like MSD did an about-face from his comments last week at the analst's meetings. And, I think there is more to the story. I trust this management and I got burned by Compaq too, and they were not to be trusted. They proved that more than once. Dell has a track record of trust backed by performance. So, I want to remain level-headed, and wait for the rest of this story. I appreciate their candor, and yes, this was a bad day to break the news. Hopefully, earnings will be a nice surprise and we will get an after earnings boost, as opposed to the euphoric ride in the earnings, followed by a sell-off. I am for honesty and the real story, not something they think we want to hear. And, this company is on a winning path. The stock will rebound to all new highs. It is a matter of time. Earthquakes are horrible and this was an act of God and affected many companies. It seems to be a chain reaction. The biggest tragedy was the loss of life.
Dell's track record has been great so far. This has been a rough month and I am not having fun yet, but I am hanging in there for better days again...Hang Tough!
:)Leigh |
