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Strategies & Market Trends : Value Investing
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To: NikhilJog who wrote (49330)9/7/2012 2:51:37 PM
From: Dennis 3  Read Replies (2) of 78765
 
This might be a good entry point for DELL. The big question mark is margins. Right now they get the bulk of their earnings as a low cost producer of laptops, servers,pc(HW). Now they are trying to move in software. Will margins shrink, R&D exp increase(they under spend HPQ and IBM)???

BTW, I bought more of HPQ below 17. They have the revenue(127B rev vs 34B mc), now they need to cut costs and i think they can do it.
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