Recently, I wrote about how Dell, among some other companies, should benefit from an approaching IT replacement cycle, that I believe is being underestimated by many wall street analysts. Well I came across this article today, which has the White House budget director blaming old computers for our government’s inefficiencies and ineffectiveness. It would appear […]
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Dell
According to Morgan Stanley and NPD, since the release of Windows 7 computer sales have risen by at least 30% y/y every week through December 26th, the most recent data point (see chart from Morgan Stanley). Not only does this bode well for Microsoft (MSFT), but provides another reason to be bullish on Dell (DELL). […]
Back in October I mentioned I had a rather bullish view on the tech sector going into 2010, but the only name I mentioned at the time was Apple (APPL). Recently, I’ve been speaking with quite a few money managers and one name in the sector has been coming up more than most others, and […]