To: K. M. Strickler who wrote (37225 ) 4/8/1998 11:22:00 PM From: Lucretius Read Replies (2) | Respond to
I think you bulls may be in for a disappointment tomorrow. I'M NOT TRYING TO PICK A FIGHT!! so please don't attack me like some of your more childish participants did on Mon. I just think this CC is being hyped all out of proportion. It will not be the holy grail that you are looking for. This thread is SO bullish it is scary. Honestly, I never seen anything like it. You laugh off any and all possible problems as if you were an indestructible warmachine? Admitedly, DELL is a great co. but it trades at a hefty valuation and the mkt is not known as a rational animal. I'd consider at least looking at the possible downside if I were you. I'm not saying sell your shares, that's something you need to decide. I just think possible problems should at least be discussed here, cause there are many. When you're sitting on top of the mountain, even the tree line is a ways down the mountain. IMO there is no room for error. Either DELL continues to SURPRISE investors with how robust their business is or the stock drops to a more reasonable PE. As far as the CC is concerned, if good things are said tomorrow, I think you selloff a little cause good things are expected from DELL (buy the rumor sell the news kinda thing), if there is a negative surprise concerning margins, slowdwn next qtr etc,.... BIG KAHUNA. I'm not saying its going to happen cause I don't know, but I find it strange that this board doesn't even discuss this possibility. I've seen plenty of CEO's release bad info and then show up on TV to try and put a positive spin on it. No fear exists on this thread, and I think that spells disaster (maybe not tomorrow or next week) but eventually. I own puts that are LEAPS, so I have plenty of time to wait this one out. Good Luck!
