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

To: Sergio H who wrote (48634)	7/8/2012 1:10:42 PM
From: Spekulatius	Read Replies (3) \| Respond to of 79355

DELL is a lower risk bet than HPQ imo. Much better balance sheet with net cash. I think they have bettr management team in place too. They have the same issues with product relevance. I think that tablets will take significant market share from notebooks and neither HPQ nore DELL have anything to show in the tablet market. I am typing this from an ipad (note the increase in spelling errors in my posts lately?), i use it 70% of my time and often my desktop is just gathering dust. More and more people now bring their ipad at work and use it instead of Notebook too. I think the substitution trend is real and not just an invention of the tech bloggers. The Windows ecosystem players will be in a world of hurt, imo.