Hi Mo,..Re:,,I say this because he still has a 'strong buy' on the company even though he pointed out some possible minor changes that he might have noticed
Bravo Mohan. We can't fault the guy for doing his job and stating his opinion based on the data he has at hand. But as you pointed out, he also knows that Dell is the pick of the crop; therefore, he maintains a strong buy. We have to listen to all legitimate evaluations and the fact that he doesn't play in the same arena as the big brokerage houses says, to me anyway, that his work might be less biased than what we regularly hear.
More importantly, sometimes I worry that we are too close minded when it comes to market realities or evaluations. Only by listening to and evaluating all we hear can we then make objective decisions. You've made an excellent point about the expectations regarding Dell and perhaps, unwittingly, Mr. Kumar has helped to deflate some pretty unreasonable expectations.
If we knew exactly what data he used and could see his worksheets, then we might be in a better position to criticize, don't you think?
Regards,
Lee |
