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DELL.. its a great stock but I have had more profit in the last 5 months from stocks like HLIT, GNET, EBAY, CNET, ADLAC, CREE, NTBK, NITE, INKT,GMST, ENTU.. etc. Its very difficult having a stock like DELL as an earnings play. It's like having a billion eyes on your earnings play and I get stage fright. Meanwhile its the stocks like NTAP, FOSL, and HOTT that can do really well, or QLGC, ETEK and ADCT. It worked with HWP, looks like it worked with AMAT but I felt early on that it wouldn't work as well with DELL. |
