LT,
Another thoughtful post from you!
Now I have to wonder - Have we missed something as DELL investors?
1) Usually after a split, stocks trade above their pre-split levels, however DELL is only 135 1/2 pre split, and their high had been 143. It has been awhile since the split! - What Happened? (LU went to 150 pre split.)
2) In the past, good news from MD would have more investors moving in. I didn't see that today.
Now the fundamentals have not changed, the JIT model is as powerful as ever, and yet DELL is just floating! Those here on this thread that have contributed and live in DELLtown have indicated that the building of new facilities is progressing. I don't understand why the 'experts' haven't picked up on this?
I didn't see the interview, but gather that it was less than expected. Could MD have presented a stronger case ad-lib? Could he have gotten some 'numbers' out to indicate how things have gone? Not percentages, you know, but numbers like 250,000(?) units delivered with such and such configuration, 300,000 with such and such. What ever it takes to get across to these experts that the market is growing, shrinking, or sideways! Are the numbers as good as we think? Is this the normal slump?
I, for one, will be very interested in the May report, but might move some back to LU or AOL for a bit of a ride! Of course, I will be in DELL for that report.
Just musing!
Thoughts?
Regards,
Ken |
