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

To: Jurgis Bekepuris who wrote (48117)5/25/2012 1:34:26 AM
From: Spekulatius  Read Replies (1) | Respond to of 78748
 
The main difference between HPQ and DELL is that HPQ beat their crummy forecast while DELL failed to meet theirs. Both had crummy results in absolute terms, but HPQ jumped over than the low bar set by management. DELL failed their goal by a huge margin.



To: Jurgis Bekepuris who wrote (48117)5/25/2012 2:16:44 PM
From: Dennis 3  Read Replies (2) | Respond to of 78748
 
I mean better investment (greater price appreciation) due to low value. Dell is still tied to the PC business(70-75%). PC industry is a slow growth industry.

Dell is trying to change by buying other businesses but it is unproven in these other businesses. My guess is they will cut costs to gain market share, which could hurt margins.(JMO)

Also dell did not give good outlook for the rest of the year.


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