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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: GVTucker who wrote (175563)5/21/2006 6:01:10 PM
From: t2  Read Replies (1) | Respond to of 176387
 
Is the turnaround for Dell stock finally here. Seems pretty beaten up along with others like MSFT, Intel. I want to pick one of these 3 to go long. Intel seems at the top of the list for now simply due to all the dumping by Fidelity funds in the past few months...maybe a contrarian play at this time. Of course one could just go long AMD instead but there are a lot more bulls on that name already.
Any ideas on Dell and the others?

bt-I agree with that Kemble story. Too hard for direct model to work in growth areas like china/india. However, with all those big companies moving into those markets, the corporate demand could still be big for Dell over there.