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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (49838)	10/25/2012 12:32:07 PM
From: Jurgis Bekepuris	Read Replies (3) of 78687

OT? - OK, double bottom is in. I capitulate. There are tons of people around me who suddenly are buying tablets or are interested in them. Maybe this is the last wave of laggards and PCs will rebound, but perhaps this is the Main street (using Gorilla Gaming terminology) and PCs are done/dead. It's still not clear to me why people do it (since for me personally tablets are not useful) and whether they use the purchased tablets much or at all, but currently there's a clear (faddish?) wave. I'm not going to sell my PC stocks right now. MSFT and INTC still have a chance for the post-PC markets although I am less convinced about INTC and I may consider selling the stock. DELL and WDC are smallish positions. Both are still very cheap, so I won't sell now. But I don't plan to add to any of these either. Disclaimer: Might change my mind at any time. :)

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