Gene,
>It appears that
>there are major discrepancies between the numbers Nile is crunching and IDC data.
>Also, it appears he didn't address lines like data storage and servers
If Nile issued a report that omitted important areas [like storage and servers] and used faulty figures, he better start working on his resume. DELL is not exactly a penny stock one has to go to the blue sheets to to obtain information. If, indeed, his report does turn out to be based on faulty and incomplete information, I hope we never hear from him again. His report hurt a lot of people Friday, not merely people who hold shares of DELL, but shares of a lot of other companies, too. The guy spooked the whole market!
Here's hoping he was wrong--and that very few little-guy DELL shareholders panicked and sold (at a loss).
Lynn |
