Industry Specific, not just Company Specific.
INTC reports on Tuesday. By Wednesday, all will know you're full of it.
Dell days are over. Party's over. No more killer software that requires high end PCs.
Sounds like the patent office official who, in the late 1800s, stated that "Everything that could be worthwhile, has already been invented".
... or Bill Gates, "Who might need more than 640K?"
... or Thomas Watson, "There's a worldwide requirement for less than 10 computers"
and now we have "JIM" saying The end of technology has come. LOL
Unfortunately for dell, pe is too high to support the price. Growth slowing fast. MD cashing out. The writing is on the wall.
We've already seen that DELL's P/E is less than its growth rate, is less than the Market multiple (MS High tech index), and that its growth rate is well in excess of the market's.
Please continue to short DELL, Jim. We can use all the mindless turkeys that are willing to lose their shirts. Hope it doesn't take you too long to realize that your head's in a very dark place. One could suffocate under the pressure as Dell proves you wrong, again, and again, and again, and ... <vbg> |