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

To: Paul Senior who wrote (49656)	10/5/2012 3:02:33 PM
From: Wowzer	1 Recommendation Respond to of 78751

Actually I bought all three recently for the upcoming holiday season INTC, MSFT and DELL. My point about the PC is that everybody is down on their prospects, but I still believe they are a must have in the vast majority of households/businesses and we may see a pent up upgrade cycle with windows 8 as the catalyst. These three have strong balance sheets with 3%+ dividend yields, which should help mitigate the downside if I am wrong. I just don't see much risk in these names and we may get a nice year end pop.