Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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From: etchmeister	8/25/2010 12:30:07 AM
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Dell & HP Correct me if I am wrong: 1.) I did not see/hear from Dell/HP that PC sales are falling off the cliff - yes after a strong first half matters have to cool 2.) I did not see headlines about bloated PC inventories from Dell nor HP 3.) If 2.) and 3.) would indeed apply it would have been posted several times in several dozen versions Inventories is a buzword but it appears the sell side could not gain any yardage on "bloated" inventories in regards to CSCO, DELL or HP

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