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


To: Wowzer who wrote (49654)10/5/2012 1:46:56 PM
From: NikhilJog  Respond to of 78744
 
WOW - good call! DELL is not that PC as you think it is. I have said many times, that for long term peeps, its a good bet to get into.



To: Wowzer who wrote (49654)10/5/2012 2:26:12 PM
From: Paul Senior  Read Replies (2) | Respond to of 78744
 
Everyone hates PC's right now but they are not going anywhere

Well if everyone hates them, they will go somewhere. Like have fewer sales. A trend already in the making, it seems:

bostonglobe.com

DELL though might be a decent bet as you say. At least for me, as I look to possibly swap it for my losing position in HPQ and/or exit/reduce my position in INTC. If these latter two stocks recover, DELL might too I would guess. DELL appears to me to be more diversified than INTC and maybe to HPQ -- so maybe more chance to have a rebound. I don't know.

Edit: While I consider this possibility of swap, I'll just step out from INTC: Sold 75% of my few shares now.