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


To: Mattyice who wrote (47490)4/18/2012 2:28:17 PM
From: Jurgis Bekepuris  Read Replies (3) | Respond to of 78497
 
I'm with Einhorn on this. IMHO, the death of PCs is vastly exaggerated. Especially for company such as Dell.

I'd be more concerned about possible Mac inroads into enterprise PC market than about tablets replacing PCs.

Still, it's tough to decide whether MSFT, INTC or DELL are best/cheapest investment. I hold all 3 with MSFT being largest position by huge margin.