Edamo, you are saying that Gerstner, et al have alter the "preception" of Dell in the minds of the Analysts and Money Managers. Somehow, I find this hard to believe. Yes, the Analyst's listen very closely to what these guys have to say. But, they also do their own research on these "preception" issues. On one hand you have Gerstner, et al saying that the pc is "dead", on the other hand IDC, Dataquest, et al are saying the market continues to grow. Further, when we say the pc is dead, are we referring to the consumer markets, enterprise markets, or both???
Stock Bull |
