Seeking Alpha
  • 0ZJ
    Value in stocks affected by the Thai flooding, particularly storage like WDC. Flood, downgrade, whatever. Same demand, few alternatives.
    11/16/11
    Reply (6)
    • 0ZJ: Those few alternatives are good bets too. Hence my positions in FIO (enterprise) and OCZ (consumer).
      11/16/11
    • golfitobob: Dell was hurt an should drop today ! Might b a buy 4 computer stock guys! Buy good stocks on bad news ?!
      11/16/11
    • 0ZJ: I don't think really think DELL is good stock. I don't think they know what they're doing or where they're going right now.
      11/16/11
    • 0ZJ: The whole landscape on the front and back-end is changing and DELL has always seemed to slow to adapt. They keep spending money on...
      11/16/11
    • 0ZJ: ...acquisitions that don't really make sense and soulless products. Believe it or not, I can see AAPL taking off in the enterprise...
      11/16/11
    • 0ZJ: ...and scooping up a lot of BBRY dropped the ball on and DELL failed to pick up with stuff like the Streak.
      11/16/11