<<<After seeing this scenario played like a broken record over the last year or so, I'm going to have to see DELL hold onto its gains after earnings for at least a couple of Q's before I'll hold the stock
after the earnings date. Again I love the stock, but it just pains me to see how the momentum players treat this great co.>>>
I think you presented a pretty clear picture of what went wrong last earnings time. I am a bit more optimistic for this year tho.
I've talked to several people off site, and most ask me- will Dell split ? . Having split twice in one year, I believe too many, perhaps including Dell employees who are now stockholders, are expecting it to happen again. But MM's who jumped on the stock last time for a quick buck may be ( or should be) just a bit leery
I am expecting that the future for Dell presented at earnings time
will be so bright that it will overcome the lack of a split and we
won't get much drop-off.
For the year , Dells solid fundamental growth will confirm it as the stock of the decade. I think MD will enjoy that, and I think he will polish this year off with at least one split.
1. The sad performance of many Dow stocks will keep money flowing
into the techs, looking for earnings. Who has earnings?
2. Activation of the new Dell production facilities, plus
increased use of the Internet( the latest figure is $12mm/day)
will provide positive news throughout the year.
3. With the yr2k to be taken care of, sales should be expected
to progress even faster.
Looking back at the Phase 1,2,3 chart presented at the July 1997
shareholders meeting, (underestimates, in hindsight) Dell is not even half way "there" yet.
Phase 4 should be coming up soon- going into hyperdrive.
, China- Brazil- India- all new worlds to conquer.
How do you like Dells performance so far this year???
Regards
Sig
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