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

To: Grantcw who wrote (42715)	5/18/2011 10:16:26 AM
From: Jurgis Bekepuris	Respond to of 78702

these will go down less than the market in a recession given that they're already down on the year (or multi-year) Yes, we all hope that low price is part of the margin of safety. :) I think we pretty much covered HPQ situation now. I may add if it drops a bunch more. You guys can make your own choices. :)

To: Grantcw who wrote (42715)	5/18/2011 10:22:58 AM
From: Madharry	Read Replies (1) \| Respond to of 78702

why do you think we are looking at a recession? it seems to me that the problems are specific to HP and consumer pcs. target just reported pretty good sales, and i think the world economies are ok and there will be extensive rebuilding required in many areas of the world. I think the world is changing though and this time is difference. I am probably a dinosaur who enjoys having a desktop pc. perhaps the future is googles chrome machine, and ipads, also if items can be stored on the cloud, and on emails, that might well reduce the need for printed items. which is also not good for hp.