Stewart:
You wrote to Jim:
<<<<<<The next dilemma is when to cash in. At what point am I greedy; after all, my average cost is around $1. Should I take my profits and put them into something else? If so, what? I am more comfortable with a huge (to me) holding in Dell than in anything else I can find, thanks in large part to the outstanding analysis and discussion on this thread.
It appears to me that you feel that Dell is heading for a crash, but you don't know when or why, but want to be the one that warned us. Thanks, but it doesn't help without some concrete information that we can assess.>>>>>>
You are too late to get out,Jim warned us in Sept 1996.We should have sold Dell at $3.7/sh per his post USRX # 18014 of Sept 9,1996
<<<<<<< Now it has becoms an industry wide inventory correction.
Today some one said it is starting to look a little like the old "Boom Bust" cycle of the past that is not suppose to exist any more.
You know what all of thoes companies problems are ? They all have the same one,They are not making money anymore. The end.....
As for the periferal and Box guys, You are going to tell me that these are not comodity items ???
What is the difference between a:
P5-166 / 1.2G / 16MB / 1VRAM /28.8, and a:
P5-166 / 1.2G /16MB / 1VRAM /28.8
There are 50 companies that make this machine, some are a little faster and some are a little slower, Some cost more some cost a little less. Some are faster and cost less and some are slower and cost more. If ti works out of the box and dosent break in the first
30 days, Odds are it will last a long time.
That is starting to sound a lot like a commodity product to me.>>>>>>>>
All this momentum is disgusting,and the acceleration is most
exilerating, perhaps we can convert some kinetic energy into
potential energy by rising to greater heights before the fall
which would then be inevitable unless we make it into orbit.
geocities.com
Sig |
