reinharden

Invest Cautiously for the Rest of 2008

One suspects that DELL's current problems have a lot more to do with DELL in particular than any other company. AAPL and HPQ and INTC all seem to be doing okay. STX is nearly supply constrained. And MSFT doesn't seem to be disappointing more than one would anticipate just due to Vista.

While not growing as fast as we'd like, the computer side of the tech industry is still clearly growing.

reinharden

Conflicting Calls On PC Sector: Sell Dell, Buy Gateway

Of course, it's fairly likely that unless GWY also had a blowout quarter that by January options expiration (aka after Apple's official earnings announcement), GWY will have dropped to the #4 computer vendor...

reinharden