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Strategies & Market Trends : Value Investing

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Harshu Vyas
petal
To: Harshu Vyas who wrote (74799)1/7/2024 12:03:35 PM
From: S. maltophilia2 Recommendations   of 78481
 
literally a tech company

Well, the service part, maybe, slowly. The rest is basically slapping components somebody else made into a case and marketing the result. With lousy margins, as pointed out upthread. That was high tech a few decades ago, but not so much now. They do it quite well, notwithstanding Petal's experience. You don't remember how many companies were doing exactly that at the turn of this century. archive.org

The best (very few/) survived. cf. en.wikipedia.org

HPQ, FWIW, has only 8B in goodwill and no intangibles on their somewhat smaller balance sheet.

But if I had to buy one of those, hands down, it would be DELL.
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