I'm sure the Baby Bells would love nothing better
than to block access to any perceived competitor.
Unfortunately for them and fortunately for us the Baby Bells
are regulated monopolies. They're also an considered
an essential public service. As such they are
subject to an enormous number of regulations (laws) that
govern how they operate.
One of those laws states
that they have to allow long distance phone companies
and Internet Service Providers to use their lines to
complete calls. The government sets the rate they may
charge for completing the call.
Yahoo is neither
a monopoly nor an essential public service. They
can do whatever they want as long as they don't
refuse service based upon race or creed.
Yahoo they have to publish whatever anyone cares to
submit is like telling Dell Computer Corporation (just
to stay on topic) they have to paint a computer any
color a customer asks for.
In the grand
tradition of a free capitalist society you have the same
option with Yahoo you have with Dell - give your
business to a competitor - but even Apple won't paint it
ANY color you want. <grin>
If you wish
to follow something that's a little fuzzier in the
monopoly debate check out the cable companies (led by AT&T
which now owns about half of the U.S. cable TV
companies) which require that you pay for their Internet
service before you can subscribe to any other Internet
service such as AOL. The argument generally runs along
the lines of cable companies not being monopolies and
certainly not being essential public services. One can make
some counter-arguments but apparently not strong
enough to convince the federal government to force the
cable companies to open up their lines to AOL.
I took a look in the yahoo news section and read
both top stories concerning PC shipments.
growth for Dell is 50% over last year in the second
quarter. This was the case in the previous quarter.
Profits are "only" growing at a 42% annual
If this trend remains the same it means Dell's gross
margins will be further eroded. Maybe Gigabuy's will help
the overall bottom line. I've certainly bought some
I'll tell you
this, my speculation shares, bought on margin are going
to be sold prior to earnings. I think protective
puts are in order if the stock runs up.
be wrong and I hope I am. I don't see how Dell can
make whipser numbers.
If you're happy with a double in three years
you're easier to please than me ! I'm kind of hoping for
a double by this date next year. I'm counting on
the fact that the company has been growing faster
than the stock price for most of the past year to give
it a boost. Let's just cross our fingers that the
world economy doesn't go tits up because that'll take
everyone down with it. I worry much less about Dell
failing to execute than I do about its customers
tightening their belts to ride out an economic downturn.
coming back long on DELL even at this point. I
will be happy with a double over the next 3 years and
don't think that is unrealistic. Your opinion on this
stock is always appreciated. I only wish I would have
listend to you 18 months ago.
I can only repeat what Michael Dell and others
have been telling everyone repeatedly about Dell's
conditions - strong sales and growth continuing in all
product lines across all geographies. He's never lied
before so I have no reason to doubt him now, especially
with its largest competitor, Compaq, disintegrating
I will say that I personally
haven't sold any shares since February, but I haven't
purchased any either. I still have most of my net worth in
Dell stock and I don't feel any compelling need to up
the ante by borrowing in order to own
Dell is looking great, but I wouldn't pin my hopes on
it doubling, tripling, or quadrupling every year
like it has in the past. Of course I wasn't expecting
it to quadruple in 1998 either so what do I know ?
I can tell you in no uncertain terms that Blanche
a censor and she is not employed by
Blanche is a dear, lovely, and intelligent young
by many on this board.
Just thought I would pass that along.
for DELL, price rise prior to earnings
announcement is coming. Barring extraordinary news this puppy
should break 52week highs in the near term. Longs will
be having a field day in the weeks ahead.
This DELL is worth watching!!!!!
Passing every message through a spam filter will
increase the amount of work that Yahoo's servers must do.
Dell will be more than happy to sell Yahoo some more
powerful servers that are up to the task !
Yahoo, would you like fries (Network Attached Storage)
with your servers ? <grin>
They say the MAFIA has managed to infiltrate the
Stock Market and is making lots of money - believe it
or not - 'spamming a stock, a small stock and
running the price up on it - and they sell at higher
price! They are spamming the boards - have people doing
it for them and making LOTS OF MONEY.
no joke - wouldnt be surprised at the antics Yahoo
is doing pulling messages with spamming in them - is
not part of the 'new Mafia scare' How are we going to
know if our spammers are mafiosa or some poor investor
trying to rectify his/her mistake?
Can see some
BIG changes coming from Yahoo and others.Will
certainly be interesting.