Think about it. We are all probably the biggest supporters of DELL on the planet and I sense nervousness among the thread. That is to be expected as we are all human. "Once burned, etc. etc." Now, if we are a "little" nervous, then what do you think the Mo Mos are thinking, or the Mutual Fund manager, etc. Remember last quarter when Voltaire, without our knowledge, sold most of his DELL position on the day of earnings, because he was NERVOUS. The good thing about all this nervousness is that when the earnings are announced, the biggest sigh of relief will be heard from every brokerage house on wall street. And a chorus of "DELL is back with a vengeance" will be heard throughout every trading floor. Then watch the buyers swarm in, because the money will flow BIG. Every company has a less than stellar quarter. Lest we forget IBM several years ago.
Dell is back. We are cautiously optimistic, perhaps nervous. But nervousness dissipated should bring euphoria. As MD said last week with a wry smile on his face, "we will have to see if they are OVERJOYED."
ForeverDell |
