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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (24605)8/16/2006 10:42:43 AM
From: gcrispin  Read Replies (1) of 78764
 
"I have Dell and SIL and others, which are relatively unleveraged and are not caught up in asset bubbles. At least I see a catalyst for upturns."

Madharry,

What catalyst do you see for Dell? Certainly the company has a pristine balance sheet. The strongest segment for PCs is laptop growth in Asia and Dell currently holds a third place position in market share with about 10% of the market. Furthermore, there is plenty of competition from Lenovo, Acer, etc. 07 estimates for Dell are all over the place, so it looks likes the market is really unsettled about its prospects going forward.
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