Freeus,
If you take the margin call out of the picture, and the worry it gives you, you could be more relaxed with these flucuations. Its hard to do, in your position, that's for sure.
If you were to look at the dell chart, over the long term, all you see is blips of buying opportunities. It hasn't disappointed in 14 quarters. If this is truly the beginning of the bear market, I would expect that there would be more evidence of it. I don't see it.
We need an end of bad news, that's all it will take to move it again. I'm expecting the Dell report to be some good news to the Naz. It has in the past. Intel says computers are selling. WDC says hard drives are being dumped on the market at low prices, their problems has nothing to do with pc sales. There is too much in favor of a good Dell report.
CPQ didn't make that whisper number, but in real life, its the worry that the low cost pc's won't be enhancing their revenues much. Just more fodder, CPQ sells more than low cost computers. Eventually, we will be singing dell's praises again, if the past is a predictor of the future. |
