Michael, I see the point you're trying to make, but I'd advise caution when relying on Merrill's low-ball estimates for DELL relative to their similar calls on AMZN.
I'm all for momentum plays, but I have to admit that this internet thing has gotten completely out-of-hand. My advice is to make money at them while they remain hot (for how long, who knows?), and then bail before the bloodshed.
I'm currently not invested in the pure internet plays. I cashed out of AMZN, AOL, and ONSL this morning, with no clear intent of returning to them anytime soon. I still remain confident on CSCO, WCOM, LVLT, COMS, and LU (don't own it), as (non-pure) internet plays.
Regards & Great Investing,
LONGonDELL |
