My Home     About Me

Dell (NASDAQGS:DELL) continues to stumble along and there is no sign of their return to world beater status. Lenovo (LNVGY.PK) and ACER (2353.TW) have exchanged the number 3 and number 4 positions.

While the respective press releases will spin the relative merits of the position changes the Asian boardrooms cannot be happy. They are not interested in lower tier status.

Everyone is showing up on everyone else's home turf with a cheap product designed to inflict financial pain first and meet end user requirements second.

If Dell continues to fail at crafting a compelling reason for continued investment watch for either Lenovo or Acer to take-over Dell. Enormous synergies and stopping the pain of hyper competitive price competition will make a great deal of sense for all involved.

Dell's stock is not really catching fire and the jury is still out on too many issues. Watch Dell's cash generation (if you can guess at the numbers). As cash generation slows panic will set in and the vultures will circle.

January Affect   Amateur Investors   Dow Performance   emini's S&P 500   economic data   earnings   Biotech HOLDR (BBH)   Technical chart patterns   support/resistance levels   ETFs (exchange traded funds)   Deron Wagner   trading   Finding a market bottom   Emini's Nas 100   Exchange Traded Funds   ETFs   investing   Relative strength ETF trading   Market Vectors Russia ETF   Inflation