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Jean, in your profile you describe yourself as a buy and hold investor. If you are, why are you worried about "the last two quarters". Dell is a terrific stock, with the best management team in the world, executing their plan near flawlessly and growing at multiples of the industry's average growth rate. The stock is up more than 30% in the last 6 months and there is ample room for Dell to continue to grow, even if, (and I personally don't believe it), there were a "slowdown" in PC sales this year. On the other hand if you bought this stock at or near it's parabolic high in February, I can see how you would be anxious. My only advice in this case is to sit back, relax and think of Dell as a long-term core investment. If Your anxiety is too great, (ie. you can't sleep at night worrying over Dell's daily price fluctuations) then you should probably bail out (I would wait a bit for the run-up to earnings to do this) and get into something less anxiety provoking. The greatest encouragement I could give you would be to continue to search out and read everything you can about Dell, the broadband revolution, and the networked society (0h and of course MD's book "Direct From Dell"). Good luck and aloha. |
