Well, Frank, I finally guessed one right! Sorry about the bath you are going to take in Dell, it will come back, but it will never be the same, IMO. I had not been happy with the lack of runup in Dell last week, so when the negative report came out Friday, I bailed, as you know. I Think it will do very well from now on as a company that can grow at 25% to 35%, but the "bloom is off the rose", as far as 50% plus growth, and the stock price will reflect it.
When a company takes a hit like Dell is going to take, it usually takes at least 2 quarters to come back. IMO. I am going to take my cash from Dell and divide it up between Msft, Intel, and Cisco over the next week, depending on the price. If I were still in Dell, I would sell and do the same. I believe you can do better over the next year in those three than hanging on for a comeback in Dell.
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