SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Raptor's Den -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (4070)10/2/2002 3:23:03 PM
From: yu  Respond to of 10157
 
Well, I think we drag on this for too long already.
But I just can not resist to jump in.

It was amazing to me DELL could have stayed in this
(to me) a distribution range for such a long time.
At PE 40, not really a hi tech company, operation already
running in perfection (not much room for improvement),
how could DELL be a good investment?

DELL (and MSFT), IMHO, are the two keeping NASDAQ from
dropping below 1000 right now. But how long can they hold it?

Last point I want to make is this, people on this thread
following velo (and other contributors) do care about long
term too. I will not deny people are more bearish here and
that pretty much dictates how we trade.
Short the rallies, that is.
People having long term look differs from yours does not mean they do not care about long term.

BTW, CSCO, the stock stirred up this discussion,
is under $10 now. I feel it will be $5 sooner than
a lot of people think.

Just my 2 cents.

yu



To: Lizzie Tudor who wrote (4070)10/2/2002 3:26:34 PM
From: marginmike  Respond to of 10157
 
Try QCOM instead, or other proprietary biz. DELL will be in trouble as others adopt the manufacturing process they developed. To boot they will do it with cheap asian labor.