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

To: Dennis 3 who wrote (48132)	5/25/2012 2:23:19 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

I believe that HPQ and DELL as investments are pretty much comparable at this point. If you read HPQ announcement, they also have large underperforming divisions, like the consumer side of the Personal Systems Group and the whole Imaging and Printing Group. DELL's balance sheet is still much better, but there is a risk that they spend cash on bad acquisitions. I agree that HPQ may have some enterprise advantages, but a lot of their enterprise cachet has been squandered during the whole "what do we do with HP UX, Itanium, PA-RISC, etc." flopping.