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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (42700)	5/18/2011 8:52:50 AM
From: Dan Meleney	Respond to of 78702

deleted

To: Jurgis Bekepuris who wrote (42700)	5/18/2011 9:46:48 AM
From: Grantcw	Read Replies (2) \| Respond to of 78702

Hello Jurgis, Yeah, I agree that I feel better about MSFT and INTC having bigger moats than HPQ and DELL. I think that is Madharry's point also, that HPQ may have a hard time with competition without such a moat. I agree that all of these companies will go down in a recession, but my view (and probably yours also) is that all of these will go down less than the market in a recession given that they're already down on the year (or multi-year) view. Thanks, Grant