martyg

Bargain Buys For Patient Investors - Barron's

a little more research would have offered the amount of debt that these companies have in relation to their cash position. that makes a ton of difference.

i only follow one company on your list and their debt is zero.

Dell: No Angles Left?

mr unreal expert:
<Yes, Jobs has been a terrible CEO in the past and the inconsistent earnings proves that. His terrible decisions to resist Windows ostrasized his products. This was responsible for the tiny market Apple was stuck with for many year>

get a life. steve jobs made such bad decisions that the value of apple is greater than hewlett and close to the value of dell & hewlett combined. jobs never made his own chips and fyi, i have a
128 K mac in the garage that still works, just a tad slow.

and finally, the proof of the quality of the business is cash in the bank. apple has 19+ billion with zero debt. more than most companies in the usa and that includes hewlett and dell combined and if you take off msft debt from cash. it's pretty close.

don't buy anything for your wife from victoria's secret because you don't like their advertising. a wonderful rationale for making a decision. similar to your disdain for apple.

Dell: Market Pessimism Presents Buy Opportunity

dell, a box maker with no technology. the chinese make the same boxes but much cheaper. as far as service, as of 5/12/08 when the dell dude didn't show, nuff said. and don't even put apple and dell in the same sentence. surely there are more pleasurable ways to lose money.
ps: i don't own a dell computer, never did, but my bank manager was crying to me about his dell tech support experience yesterday.