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


To: Dennis 3 who wrote (49334)9/9/2012 12:21:43 AM
From: NikhilJog  Respond to of 79293
 
well dennis - as i said earlier, people think its a PC company which is not the case any longer. U got HPQ and i got DELL....

I guess we will just find out:)



To: Dennis 3 who wrote (49334)9/9/2012 1:52:57 AM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 79293
 
I have a small position in DELL (that is getting smaller every day ;)). I look at DELL and HPQ and they look reasonably cheap on P/S, but the earnings keep shrinking for DELL and disappearing for HPQ. Both have the same problems. DELL still has better balance sheet, but it may have weaker enterprise side than HPQ.

I can't convince myself to buy more of either yet.