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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (49882)	10/25/2012 9:09:46 PM
From: Mr.Gogo	of 78699

Jurgis, PCs are not going anywhere IMO. I am buying a tablet but for pleasure and reading. I like to read in bed and the laptop is not convenient for this. Whenever you need a lot of processing power you need a PC, or lots of typing. Half of Dell's revenue comes from services. I am going to start selling put options on Dell and IBM very soon. I think IBM is a company with a very strong moat (companies with AS400 servers that are not even thinking to convert ) I think that soon the tablet will become an interface to the PC, something like a display that you can use for the less processing intensive tasks. Of course, being wrong so many times before, I will be very careful :) Good Investing Georgi

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