HDL:
The worst part of shorting Dell, outside of money, is that it reinforces a losing attitude.
This is saying you could be a much better , respected, and richer attorney without the shorts.
How bad is it ?
I compute Dell to reach $192/sh at 30% growth in 4 years and will exceed the estimated market cap of IBM . But if the Nasdaq performs as it did the last 4 years,(+300%) Dell would reach around $576/sh
What is Dell?
Out of maybe 10mm companies in the US, out of the 140,000 with 100 employees or more, Dell was elected to the elite S+P 500 club. Where it took top honors as stock of the decade. And Michael took business man of the year awards.
The managment team who did that is relatively unchanged-
MSD, Mort Topfer, Kevin Rollins, Tom Meredith, and more with the addition of Jim Vanderslice and even Sam Nunn.
Summary:
A change in direction is indicated. Those who fight this team get creamed. Per Bruce Jenners book, finding the champion within, it does nor matter where one starts, its
the direction that counts. Kemble is the best man I know that can help find a winning attitude in other areas than Dell, too.
BWDIK
Regards
Sig |
