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

To: Jurgis Bekepuris who wrote (49882)	10/25/2012 4:19:43 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78688

STEC: I'll take a few shares here for a tracking position and spec buy. Have no idea of how its business is affected by changing market for computers/tablets/servers. I wouldn't even recognize what their products are if I saw them: finance.yahoo.com Just going by some numbers I like: profitable every year past ten, no ltd, $4.45/sh in cash (per Yahoo) with stock price $5.95, tangible bv at $5.44.

To: Jurgis Bekepuris who wrote (49882)	10/25/2012 9:09:46 PM
From: Mr.Gogo	Respond to of 78688

Jurgis, PCs are not going anywhere IMO. I am buying a tablet but for pleasure and reading. I like to read in bed and the laptop is not convenient for this. Whenever you need a lot of processing power you need a PC, or lots of typing. Half of Dell's revenue comes from services. I am going to start selling put options on Dell and IBM very soon. I think IBM is a company with a very strong moat (companies with AS400 servers that are not even thinking to convert ) I think that soon the tablet will become an interface to the PC, something like a display that you can use for the less processing intensive tasks. Of course, being wrong so many times before, I will be very careful :) Good Investing Georgi

To: Jurgis Bekepuris who wrote (49882)	10/26/2012 10:59:04 AM
From: Jurgis Bekepuris	2 Recommendations Read Replies (1) \| Respond to of 78688

I think that AAPL results confirm the theme. Their Mac shipments were so so. Tablet/phone shipments were good, but there is expectation of slowdown or price war in these areas too. So it may be prudent thing to sit out until situation clears. However, with all three big contenders (MSFT, GOOG, AAPL) flush with cash and FCF, I doubt that situation will clear quickly. IMHO there is going to be a long drawn out war with a lot of casualties among smaller cos with weaker business models and/or balance sheets.