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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (49471)9/23/2012 10:49:37 PM
From: ValueGuy1 Recommendation  Read Replies (3) of 78740
 
The fulfillment of the warranty sounds impressive by DELL (given the low expectations of every fulfilling it in the first place!)

Funny you should mention about HP, as the company I work for seems to exclusively have HP PCs (the new, screen-only Apple look-a-like 23" PCs!)

With Lenovo, I know of at least one Big 4 firm (PwC - in this region anyway) that seems to have exclusively contracted with them, but I guess they'll go for the most competitive pricing

ASUS I must admit I have not seen

FWIW, another article outlining some long positions by Jim Chanos...I'm not into financials so can't really comment...but definitely interesting for those out there who either own any financials or were looking to initiate positions

http://community.nasdaq.com/News/2012-09/jim-chanos-4-long-bank-positions.aspx?storyid=175279
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