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


To: Jurgis Bekepuris who wrote (42714)5/18/2011 9:49:26 AM
From: Spekulatius  Read Replies (1) | Respond to of 78731
 
Jurgis, it is true that HPQ does not face rapid obsolescence of it's product - I do think though that the printer business may get there in a couple of years. Palm was not Leo's mistake either but he still has to deal with it. I also type this from a HP desktop PC (value class but relatively well equipped and purchased with EPP discount). Goosing Enterprise is good but there are no cheap targets around, which is a different situation compared to a few years ago. It is also a very crowded field with IBM, Oracle and others sitting pretty.

As for RIMM, I have heard the argument before that NOK downfall may lift all boats but I don't buy it.