Michael....of all the "bears" that hopped on the Dell thread in the past few weeks, I would certainly put you at the top of (the short list) as far as your (displayed) logic to your positions, timeliness of responses, and ratio of discussion/hyperbole...
Although I don't agree with many of your arguments, you made things interesting and stimulating..come back again when Dell posts huge marketshare gains in Q1, 45%+ revenue growth, earnings growth between 45-50% for Q1...(I'm assuming that it will be explained away by bear that Dell "got lucky")......regardless, it should make for interesting discussion, indeed..
After this bond burp passes (might take a week or two) we'll challenge and (this time) break upper-bands on the indexes in March/April...
In the meantime, congratulations to all here who recognized the current weakness(es) and have made money on it....In my ideal (investment) world, we all can make money and are happy...and there is no CNBC (I know, a lot to ask for...) |
