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Strategies & Market Trends : Value Investing
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To: Wowzer who wrote (49654)10/5/2012 2:26:12 PM
From: Paul Senior  Read Replies (2) of 78748
 
Everyone hates PC's right now but they are not going anywhere

Well if everyone hates them, they will go somewhere. Like have fewer sales. A trend already in the making, it seems:

bostonglobe.com

DELL though might be a decent bet as you say. At least for me, as I look to possibly swap it for my losing position in HPQ and/or exit/reduce my position in INTC. If these latter two stocks recover, DELL might too I would guess. DELL appears to me to be more diversified than INTC and maybe to HPQ -- so maybe more chance to have a rebound. I don't know.

Edit: While I consider this possibility of swap, I'll just step out from INTC: Sold 75% of my few shares now.
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