Fickle analysts
from the Dell-has-some-component-shortages dept
One analyst lowered his rating of Dell, due to the fact that they may have a component shortage due to the earthquakes in Taiwan. News.com quotes a "Dell salesperson" saying some boxes are taking up to two weeks to build? Does that really indicate a part shortage? Two weeks doesn't seem unreasonable to have a box built from scratch, even if it normally takes only five days.
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boo frikkin hoo
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Re: boo frikkin hoo
The issue here is a simple one: Do analysts adjust their ratings too quickly and without determining whether this is a valid problem? In my opinion, this was the case with Dell.
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Re: boo frikkin hoo
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