Skeeter Bug-
Over the last few days, you have (again) come on the thread, and listed your "the glass is half-empty" arguments concerning Dell...
you views are not balanced, and this will lead you (if you are not careful) to investment pugatory..
I especially like how you list a URL for an article concerning troubles in the industry, and go ahead and highlight the last line "we are steering clear of the boxmakers", while FAILING to highlight the preceding words from THE SAME SENTENCE....TALK ABOUT SELECTIVE EDITING! WHY DIDNT YOU JUST GO AND ERASE THE FOLLOWING WORDS FROM THE ARTICLE:
"ASIDE FROM DELL, we are steering clear of the boxmakers"
I repeat, "ASIDE FROM DELL, we are steering clear of the boxmakers"
This means, in case you didnt notice, that the author SUPPORTS Dell, and the fact that they are not trying to sell sub-600 boxs, and is not against it...
But your mistake is typical of your posts......another example, your U.S. retail sales argument (article)...in which, you went on to generalize its effects for the industry, Dell......
You are typical of what I call a "bad" bear: (1) You post somewhat factually articles, which also contain, to a great extent, and then extrapolate to an (even further out) unlogical, exceedingly-fearful conclusion) (2) You are totally unwilling to recognize any positive trends in the industry/Dell (3) You have a very simplistic view of the market; You refuse to recognize (believe) that there are enormous distinctions between retail vs. corporate, low vs. high-end, big 5 manufacturer vs. white box, and on and on...
as long as you maintain your simplistic arguments...your arguments will continue to be weak...Wow, by your posts, one would never suspect that Dell grew earnings at 49% last quarter, and EPS in the mid-50's....
The fear game will be up soon... |
