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Strategies & Market Trends : Value Investing
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To: Dennis 3 who wrote (47528)4/19/2012 3:53:42 PM
From: research1234  Read Replies (1) of 78644
 
I could be wrong, but I think IBM is much more of a consulting/software company than either Dell of HP, which would explain the higher earnings, p/s and p/b multiples as well as higher ROE. And consulting tends to generate much higher returns than hardware/software maintenence, which I think makes up the bulk of HP and Dell non-equipment revenue.
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