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RE: Been keeping my head in the sand, but now it's time to reach out for help!

I don't think it's very rosy for many hardware companies but AAPL seems to be doing fine..... hugely better than most.

I haven't followed Toshiba lately so I'm not aware of recent fraud. I know that way back in the 1980's Toshiba of Japan and a company from Norway were caught exporting machinery to the Soviets that allowed them to manufacture quieter submarine propellers. It was a huge scandal.

Yup, IBM has been divesting itself of commodity hardware for quite a long time now. They've sold off disk drives, PCs, x86 servers, and microelectronics. They paid GlobalFoundries $1.5B to take over their semiconductor fab. I believe there has been a slight uptick in their proprietary POWER Series server sales using the POWER microprocessor (now manufactured by GlobalFoundries). Yet overall revenue has declined for 17 straight quarters now as they try to reinvent themselves. Maybe they'll figure a way to capitalize on Watson. ;-)

We know that Dell does not file a 10-K with the SEC but numerous articles hint at Dell doing much better since going private. Dell's ranking among tech journals have climbed for products and customer support. But like many others, they are still a company racing to the bottom of the barrel of cheap low margin commodity PC hardware.


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