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April 21, 2006

DELL downgrade, follows Intel, Fri., Apr. 21, 2006, 8:59 AM

I for one will not swallow that Kudlow lemonade that the U.S. economy is in great shape, and I don't care what numbers the "Snow"man produces. I simply watch DELL and INTC, two stocks of Cara 100 companies.

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INTC is in black and DELL in blue on this comparative chart.

GICS 45 Dell Inc. (DELL) (DELL) Financials

GICS 45 Intel Corp. (INTC) (INTC) Financials

You don't want to own these stocks until a bear market takes share prices much lower across the board. The Companies are outstanding performers over the long run, but in the economy they face today they are having some issues to deal with.

I understand that Citigroup may have downgraded DELL today, but it's been a tough nine months' delivery on that score.

Posted by Posted by Bill Cara on April 21, 2006 09:00:45 AM | Category: 45 Info Technology