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

To: Dennis 3 who wrote (49352)	9/10/2012 11:38:35 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78774

I agree with Jurgis that tablets never going to replace PC's but they will take wallet share. I love my ipad2, I use it for websurfing, posting here ( as you can tell by the many spelling errors :-), checking email, youtube, stock trading (TWS for ipad is great) and on the go apps like yelp, maps. I like that it is immediately on after I just open the lid, the battery lasts a whole day of heavy use and I can take it anywhere. I probably could get some if that in an ultrabook, but they need to get cheaper for me to get interested. I use two PC's at work and don't really think I have use for an ipad there,but at home is a different story. Of the PC manufacturers I prefer DELL over HPQ as an investment. DELL has a much better balance sheet and more coherent management. Both of them have big competitive issues, since they have nothing to offer in terms of tablets and PC's are more and more low margin. Lenovo is making serious inroads in the corporate hardware market and taking share. DELL's FCF yield is misleading , since it does not account for the huge sums going towards acquisitions. Despite all the efforts, DELL has not been able to overcome the slide in revenues and gross margins. INTC selling less processors in my opinion foretells more weakness for the PC manufacturers in the near term. Maybe Windows 8 is the catalyst to get the sector out of its funk...