Larry, I know that you are wedded to HAL, and, in my mind, that's OK..you've gotta dance with the girl...blah, blah....
HAL, obviously, waits until (well) after the bottom to make its call, so we have already turned, and, by definition, HAL can not know it (yet)...
This "cyclical" thing does not have legs....it is what has hurt Dell, Wal-mart, Pfizer, EMC, etc....Big money will return to these companies (some sooner than later)...Psychology, I think, can only get better here, and, IMO, the base is already laid..(truth coming out about Q1)..
We are in a historically great part of the quarter for Dell...Bears be wise to step aside....they certain will once/if/when the cyclical thing has run its course... |
