Greg,
Hi!!
RE: . Furthermore, DELL the company, that most of you where holding over one year ago, is not the same DELL that you are holding now. They are starting to think outside the box. I see a stronger DELL then before. It's going to be fun to see if DELL thinking and moves, past and new ones, have changed the story enough to keep the street interested. I believe it has. Early Evidence of this interest can found on this thread with the early bird return of likes of LOD now LOF, and me of course. I'm hoping for a gradual return of posters/investors, and more structured rise which would be better then the last 52 week high the ended in a blow off.
Greg, I didn't want to leave because I saw a great many pieces of these new DELL ventures ....Yeah, I "missed" the QCOM that many of my friends begged me to buy....I missed the JDSU run to date...But, I had so much confidence in this management team that I wasn't about to bet against them and attempt to time a new opening...Don't ask me why I have the patience...Everything else in life is a battle against my patience....Perhaps it could be summed up in my love for the confidence I've learned from following Michael and his team...Greg, I believe DELL is the most undervalued stock in the world today....Those that think this $25billion giant can't continue to steal market share and create value in new areas haven't used their imagination...I keep remembering Tom Meredith's eyes when he told me: "Kemble, you're right...What most folks haven't figured out is DELL is just getting started in here"...
Welcome back guys...I appreciated the opportunity to cheat off you both in the past and look forward to it in the future when everyone else finds out that DELL is the next....DELL..
Best, Kemble |
