Invest Cautiously for the Rest of 2008 [View article]
Dell doesn't have any pricing power, that is the main problem. I am still long Cisco, they have more pricing power and $26 billion in cash to buy up the competition in this weak market. You can get away with cheap pc's but not cheap network equipment!
Invest Cautiously for the Rest of 2008 [View article]
I am still long Cisco, they have more pricing power and $26 billion in cash to buy up the competition in this weak market. You can get away with cheap pc's but not cheap network equipment!