Hi ed,
Since he has sources all over, I believe he is right. I bet once against him and his "sources" and got my clock cleaned (in Jan 99).
But,
It is not important really. I DELL and those managers at dell who are not massaging the street PROPERLY would do so, we'd be OK. It won't happen, Michael dell will rah rah rah, nobody will believe him (as he has no more credibility on the street)...
If he gave PROPER guidance, admitted to his problems, and told everyone that 35 - 40% growth in earnings is his priority, not top line, the stock would rally.
Instead , the idiot overpromises and we the non-optionned shareowners suffer...
I am starting to dislike this company, more than the street.
I am thinking of taking a 2600 share loss x $ 5 = 13,000 or so and moving on...
very, very tired of this crap.
losing respect every minute for Michael dell and his managers.
thinking of buying another 200-300 shares of SUN now....
I will probably hang on for the Jan quarter and then that might be it, if it's not too late...
take care Ed
lucky you, you got out in time..
Jean |
