Phillip, I appreciate your post. It takes longs and shorts to make a market. The old bulls, bears, hogs saying... It just seems that with the company hitting on all cylinders, on a 3 year run, and the next year or two looking solid (debateable from your viewpoint), why, with all the stocks that are IMHO better and safer shorts, why pick Dell. A ton of people have been killed shorting this. Dell has figured a business model that works, and still has relatively low market share, with huge untapped markets still open. I mean you may be 100% right here, but if you're wrong, this one will be painful. If you think Dell is overpriced, what must you think of the Internet stocks (AOL,YHOO,AMZN,LCOS,XCIT,NTKI et al.)?
Dave |
