William;
Dell. There is not one shred of evidence that Dell's earnings are off. This is some analyst's speculation which is always highly suspect. I would think that Dell's management might post a warning if they were expecting to not make their figures. In any case, Dell is a very well managed company and any slowdown in units shipped ,at this point, has to be taken as seasonal or cyclical.
However, the same is true for most of the high tech. sector. Most of the earnings reports are in and on balance, they are better than expected for the first quarter. Most of these companies have stated that demand continues to be strong into the second quarter. So, I ask the question. Is someone trying to scare buyers away from the market? And for what reason when there is no real evidence to support it? I have my own opinion. Doesn't this have a little de ja vous in it? And 2 weeks from now it will be forgotten and everything might be rosey, not a cloud in the sky? They talk about the bond market going down thus providing investors with an alternative. An alternative to what? 5 1/4% versus 14% and higher in the stock market? Bullshitttt.
The hard asses on this BB are selling their puts, as we speak and buying calls. I know because their sending me private messages. They don't buy it. I won't buy it either. Last week the analysts talked about IBM and Microsoft's flubbing of the lawsuit. There is nothing wrong with IBM but in any company that size one can always find something not to like. If Microsoft loses the suit, big time, they'll simply reorganize the company and proceed from that point. Same stockholders. Their doing it anyway. So, what do you make of the analysts? I'll stick to my guns about SEG and even be more specific. 50 by April.
PHOTOMAN |
