Tony, with all due respect...I think your analogy is faulty...I fail to see where EMC is up 12 runs in anything!
The stock has done well over the past year, but looking back to April 1st of last year, its performance has been beaten by QQQ, Intel, Oracle, Sun, and even Hewlett-Packard!
That is almost a year's time...
(I am not even mentioning the large number of baby gorillas that were up well over 100%, some 200,400, 600% or more)..
It really has been an above-average, large-cap tech performer for almost a year now...but certainly not a world-beater...
The run from October-January was nice...but almost everything is the Naz ran up during that period....
BTW- Not everyone here disagreed with me(as you seemed to state)..take a look back at previous posts....a few agreed that the stock is weak right now/is acting weird...of course, there are differing opinions to why...
I am a little surprised at the "EMC is infallible" vibe that I am getting...reminds me of Dell, pre-Feb. 1999...that is not good....
It is a great company, and, likely, still a great stock...doesn't mean we shouldn't keep looking under rocks for problems....and, quite honestly, I think the performance of 1990's is meaningless now...
I guess it all depends what you are looking for....I want to significantly beat the Naz with each individual holding...some here just want 20% p.a....one's perception of the stock's performance recently would vastly differ depending on which pole you are aiming...
Good luck to you. Debate is good. |
