Earlier I posted on both companies and commented on the resurgence of Hewlett-Packard and the troubles of Dell. I believe both trends will continue for the near future. I still believe that HPQ is a better long-term investment due to its printer and ink and services businesses. Dell’s advantages are low cost distribution and manufacturing efficiencies. Both can be replicated or at least matched.
Disclosure: The author does not have a position in any stocks discussed at the time of writing.
HPQ vs. DELL 1-yr chart