Thanks ....
I feel better that you concur....
I just feel like a traitor , as I believe in the company, but since they have a "busted" reputation on the street i.e. they are NOT a Cisco, the risk to the downside is tremendous....
I also dislike the sector, (PC's), as if one, like ComPaq "blows" it again, guess what happens to dell since it reports so late ?
I also think that the UniSys "warning" is dangerous, as "maybe" this is a recovery quarter for dell, and they might not miss, but not exceed earlier...
Dell's upside is not so hot, until maybe XMas anyway, so I am taking a calculated risk that they will blow it, in some way, which this analyst meeting sort of indicates today...
I am also in options on this one (leaps), so I could conceivably have lost it all before a January 2001 recovery...
Again, FWIW's, I am probably a contrary indicator <g>
Take care
Jean |
