JP,
If DELL is correct, and the world wide distribution gets online in a timely fashion, a correction here may not have the devastating effect that a correction would have on a company that is only in the US.
If there is a 20% correction, based on the JIT-BTO model, and there is an effect on manufacturing, won't DELL be able to weather the trend since they don't build before the order is made? I'm sure that there might be some turndown, but I think that DELL can recover more quickly. This is something that the market will eventually reveal to all of the investors. What would it take to indicate to all watchers of DELL, that DELL (is/maybe) different, and that it (is/maybe) a different type of investment?
DELL may well be the stock of the decade. >26,000% sure might put it in that category.
JMHO,
Regards,
Ken |
