mike--
i have become a pragmatist, somthing of a necessity due to my investment in WSTL<G>.
they beat earnings, which is why the company gets a premium and why the stock is so high. thats all one really needs to look at, especially since it seems every analyst on the street doesnt really care about how the underlying business is doing<G>. besides, i hate forbes<G>.
yeah, the direct to consumer idea has, i agree, just about run its course. i cant wait to see what they do with the sub 1k market. not having an entry in that space is the only reason i wont hold dell long term.
oh, on the hype front...had a very long argument with someone last night about XYBR. they seem to think that the link with sony means the company will be the next dell, yahoo, or whatever is the stock du jour. happy to see it falling in the general melee today.
good luck to all,
trey |
