The growth be gone and the stock be overpriced
Yeah, Dell is now a solid 35% a year performer, which if fantastic, but not the 50% a year we had all got used to. It is, of course a King, not a Gorilla, under the book's definition, which I use. That's why I jumped out of it last week. Interesting, the two best Gorillas, IMO, MSFT and CSCO, are in the "doldrums" right now. I will set there, holding them, and wait.
I think I will do my posting on ideas over here for a while. The Cisco and Microsoft threads have been taken over by a bunch of twerps from the Yahoo threads, by the look of them. This happens when the Gorillas are not moving up. Just the hatred of the good, because it is good, IMO. |
