I'm not a dedicated reader of any one computer mag. I just buy a few every month off the newstand, ranging from all over the map from BYTE and PC World this month to Windows last month. I haven't noticed the same Dell dominance you have, but this is casual observance on my part anyway since I've been happy with my P120 and not looking for a PC in years. I do notice that Hewlett Packard is always respected and reviewed favorably. My next and only tech investment will likely be HWP, not for PC prowess, but for its agreement with Intel, historically solid management and ROE, share underperformance in the last year, safety in its product diversification, and relatively low valuation at less than 20 times earnings. Of course, I want it at 15 times, and it will probably never get there.
Good Investing, Mike |