Ming, thanks for your very detailed response. First, let me say that I agree with your analysis. Why? Because I spent my career in the industry and fully understand the situation. Sooner or later, Dell will hit the wall of competition in a big way. Then, watch the stock take a nose dive...dare I use the word "crash"?
<<If you disagree with my arguments, that's fine. I'd love to hear your counter-arguments. But please don't tell me that Dell will go up forever because it is your favorite stock. Even the best investments in the world aren't immune to reality.>>
Second, is Dell my favorite stock? The answer is no. I never have a favorite stock...investing is a business. Fall in "love" with a stock and you become blinded to the realities of the situation. We should keep in mind that Dell is on a "roll" and the stock is climbing in a major way. So, its an investment that is worth considering...IMO. I said investment...there will be a point in time when one needs to sell off his position and go on to the next investment.
Lastly, most of the posting on the Dell thread are from people who seem to have little knowledge of investing in the stock market. Of course, this is a very general statement and I could be completely wrong. However, IMO, the day will come when they are posting such comments as to...how can Dell crash...what happened?...hanging in there, it will come back...etc, etc.
Again, thanks for the excellent response, you have a very good handle on the tech sector.
Stock Bull
PS: The key, and hardest thing to accomplish is the timing of these issues...that is, when to get out of Dell. |
