Forgive me for my yawn over Dell's
Commodity pricing is always a race to the bottom -- one where even the winners do not escape unscathed. Dell doesn't have the pricing power to see its margins rise to that of commodity firms, much less branded-food companies like Pepsi
Dell's shares have dramatically underperformed S&P 500 index trackers like the SPDRs
Tight margins, premium valuations compared with the market, and a lousy position in the computing value chain make Dell a risky company to own right now. I'll wait for a panic sale before thinking about investing my cash.
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