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

To: Jurgis Bekepuris who wrote (48133)	5/25/2012 3:29:04 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78751

I think DELL has a chance to regain market shares (against tablet) with Ultrabooks. Ultrabooks could gain significant popularity when Windows 8 (which supports touch screens) comes out and turns out to work well and get's strong adoption. If they can bring out Ultrabooks for let's say 700$ that combine touch screen support for simple task and the standard keyboard input for real work, i can see that tablet's may get squeezed, at least at the high end. My suspicion is that Windows 8 will fall flat in terms of touchscreen support but again success is not really build in DELL's price, so i think we have some potential for upside towards the end of 2012/early 2013 from the Windows 8 launch.