RE: Personally, I don't think that DELL is as vulnerable (at present) as you paint it to be. The very fact that the competition is in such a poor state of execution of their own models (in the midst of trying to be both direct and indirect marketers), is what gives DELL the back-up to its own flawless execution of its own model.
Yes, this is correct.
But which company issed debt to raise cash that weems to be needed for something?
Yes, I may be a little overly agressive on the bearish side. I have fun with it.
Investing / trading is my job. I am a stock broker. If you argue like this with your clients, you won't have any clients after a while.
So I get a few kicks here. Plus SI is addictive.
Last, I think DELL is a great short oppertunity, I have unfortuantely been early for now.
It sounds like we have both benifited from the discussions on this thread. If that happens, and we have a little fun, then I would say it was a good day.
But one this is assured, things will not remain as they are. Or have they already changed, but we can't really see it in DELL's numbers. Or was the Whisper miss, the first one in quite some time, the first real hard fact on which to assess a furture weekening of the stock?
Good day
Jim |
