It isn't a forum, it's a love-in. The fervour and devotion reaches religious proportions. They truly come to worship
Earlie, I generally only lurk there, but I tend to agree with you. But, really, what would you expect given the stock's performance the last 5 years. Not much negative going to talk about.
Dell is an excellent marketing organization, but plugging components into a motherboard and screwing a few boards into a chassis isn't high tech.
DELL does have some technology expertise, but without question, it's not a high tech outfit like a LU or CSCO, or even a CPQ. But, they know how to make money building PCs like no other.
As an interesting exercise, go to the IBM Patent Server homepage (all patents issued since 1971 in the US) and search on DELL.
patent.womplex.ibm.com
Not as sparse as you might think. BTW, most patents there for DELL are issued to man named Terry Parks. I worked with him at IBM early in my career. Probably the most brilliant engineer I've ever met. Then, do a search on Terry Parks. Perhaps the most prolific inventor in the US in the last 10 years. Currently, the chief architect of the IDT Winchip. Not really relevant to anything, but interesting, nonetheless.
As a consequence of the above, I think "Big Dan" is right and we said so much "earlie-r" than he did.
Just when did this thread go bearish on DELL? A little to early, I think. Short term puts may certainly pay off here. But I think long term bears will be disappointed.
Gary |
