Hey Gary, we're not ignoring you exactly. I for one read your posts but only comment when I can add some information or affect someone's viewpoint. This time it's to say that just because no one picks up your thread doesn't mean no one's listening.
Of course Dell is going to die. So are you and I. But not today or tomorrow, and there's a lot of work that we can accomplish. Yes some new (or old) upstart is going to do Dell in, but so what? You say this pup has one last rise in her. The bulls agree, but think the time frame is a lot longer and the levels higher than you apparently do.
I think if you asked around there are mostly pragmatic investors on the thread, all cheerleading aside. We all will have to sell eventually, won't we? The rah-rah attitude is to bolster confidence that this ride really is founded on good business, not hype.
I have always been amused by the phrase "taking profits". For an investor, what do you do then, if the basic story on the stock has not changed? Wait for a dip, I suppose. Or don't take them in the first place.
As for convergence, first I think it's effects are overrated or misunderstood, and second I don't think it's a big factor in Dell's present market anyway.
Regards,
Stewart |
