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

To: ValueGuy who wrote (49348)	9/10/2012 4:32:49 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78765

Yes, I've heard what Chanos thinks about DELL/HPQ. I don't think PCs are in such a secular decline as for example newspapers are. However, PCs might be in a cyclical decline towards a point where tablet/PC/phone ratio is reestablished at a lower ratio of PCs. /anecdotal ruminations below - IMHO, it's very risky to base investment decisions on what you know anecdotaly - Peter Lynch method does not work for most people and situations... Personally, I have a tablet and 3 PCs at home (Dell, Asus & HP). I don't use the tablet at all and I don't plan to buy another one in the future. On the other hand, if one of my PCs died, I'd replace it immediately. I have a relative kid in high school - no tablets and no plans to buy a tablet. No mobile either. He just bought and assembled his own PC and he really loves everything about it. A colleague of mine - true Apple-head - has iPad, iPhone, couple Macs. Does not use iPad at all. His wife uses it to see when the bus is coming... that's it. I'm not sure he'd buy another one. I am sure he'd buy a phone and Mac replacement if they died. In high-tech software companies, there is no way to replace PCs with tablets. You can't write code on a tablet without losing more than half of productivity. I have yet to see anyone giving a presentation using a tablet. I've seen people who show their photos to friends using a tablet. IMHO, a TV works better for this, but is less portable. :) OTOH, I know some people who really love tablets. Mostly people who only consume media and don't need a big screen, a keyboard, etc. Tablet as a book reader is clearly a good use if weight/resolution/battery life are resolved (e-ink Kindle vs. real tablet dichotomy here). So there's clearly a subset of people who may abandon PCs for a tablet. I don't think that subset is big, but see the disclaimer above. Anecdotal ruminations are dangerous.