P,
Now don't get me wrong on this one. DELL is a stellar performer! Historical data supports this very well! No problem-o, TODAY! At some point in time, technology changes, I'm not saying that is today, but in the future, or if one decided that diversity 'IS' a good idea, I was just asking where another opportunity, with this kind of historical performance might be found. Under this scenario, DELL is automatically excluded!
I have been looking at CMGI or maybe CSCO. Any comments, other than 'If you want to invest there, the go ahead!', I know that one, I would be looking for 'constructive' comments please.
Regards,
Ken |
