jan 18th, 2007
vista, more of the same, but please send a large check to intel and another to microsoft.
a singularly unenthusiastic review.
and hp and beaten dell for market share two quarters in a row for PC sales in the US
and apple's mac sales grew 28% while total wintel pc sales fell 3%
intel's stock took a big hit on its earnings report based on stiff price competition with AMD, which is also hurting. INTC may be a buy now. and so may DELL. (disclaimer: personal opinion, i am not responsible for your stock market losses if you follow my suggestions)
HP has come back strongly from its boardroom espionage scandal.
and i think AAPL is going to survive its own option backdating scandal. i'd buy AAPL except it's too pricey at close to $100. HP may still be worthwhile.