RE: RE: RE: RE: New Era Yeah, Dell and HP are getting hurt on margins and lower volumes. It's a double whammy. I'm a sucker for beaten-down companies, so I've been following them pretty closely. They're still profitable, but unlike RIM they don't have very nice balance sheets, so I'd need even better prices before buying in.
I don't see the PC disappearing any time soon. I think they need to focus more on selling servers and cloud services, which should grow quite quickly for the foreseeable future.