-Lucretius
<<<< I'm just looking for rationale discussion of DELL.
I hope it is clear where Dell has been in past and what
they have managed to do until this moment.It is all written down in the company news releases and Kembles record books.(gg)
These are some of the releases from www.dell.com
dell.com
dell.com
dell.com
dell.com
dell.com
dell.com
dell.com
dell.com
As Dell stands at present they have 16 quarters of consecutive
growth, a minimum of 3 new production facilities being built,
and a rather motivated CEO)(gggggggg)
The past is crystal clear, the future is looking very bright
So I assume you would like to discuss the future of Dell's
stock price or the company's performance.
Dells immediate use of the $500 mil soon to be available should
counter an argument that business is slowing down.
Dell has stayed away from the cheap computer market, problems with
those products should have small effect on Dells business
Computing margins on sales is a nearly impossible task because of the (forever) occuring reductions in component prices.
As parts prices become cheaper, within days, Dell can reduce computer prices and pass along the savings with out hurting margins That has been happening for years with no deleterious affect on
profit margins, but it is hard to quantify
As far analysts ratings or industry position or P/E, any analyst who has rated Dell as less that a Buy or Strong Buy has
been sadly mistaken in the past.
But now the short term Dell stock price gets more interesting.
Dell bears have tried black crows, crystal balls, various body parts (like head and shoulders), PA, TA, and some more exotic oriental methods in making predictions that Dell would tank. Sometimes get 5 or 8 point on the downside, then find they were holding the charts upside down( a very common error)
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