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Dell: Signs of Insider Trading

Karl...you must have been short on Dell! Don't be so sore at Dell for delivering GOOD news for a change just because you were betting the other side.

This has happened before with other companies when there had been signs that pre-leased news (which was supposed to be bound by a an embargo period) had started to leak-out. It becomes the moral responsibility of a company to immediately make the news public to eliminate the exact funny business that you are blaming Dell for. You should be looking for the agencies that broke the embargo!

Dell: Absurdly Cheap

adding...just double-checked their latest published balance sheet...$8.6billion of cash ...in the bank!

So how can you say that they are near bankruptcy and are strapped for cash?

Dell: Absurdly Cheap

brewer...I don't understand what you mean "....as cash strapped as they are...".

they have a ton of cash on-hand (which the the main point of Greg's article).

Could you give us an example of your investing prowess if you only invest in companies that offer something no other company can match? That would be a monopoly correct?

Dell Should Do a SmartPhone Acquisition

This article proves that Seeking Alpha will let anyone write an article.

The writer summarizes Dell's results that everyone already knows then provides a one sentence statement to support the title of the article. There is no basis or argument to support this one sentence that appears to have come from left field.....not to mention all of the other articles out there saying how the slumping economy is going to put a hurtin' on the smartphone makers in general. I don't see how a smartphone acquisition would be a silver bullet and the writer provides no basis to support their position