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Amidst all the hoopla: Dell, IBM vs. Apple — Surprise, surprise

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Dell and IBM continue to beat Apple over six months

Reality check:

Amidst all the hoopla over Apple earnings, what many have missed is that, if you look at a six month chart of Apple in comparison to Dell and IBM, Dell and IBM have outperformed. In fact, Dell is the standout at an almost 30 per cent return, nearly double Apple’s return.

With the Apple marketing machine and great earnings, Apple’s still not outperforming Dell and IBM. Hmmmm …

Of course, it will now take $40 billion dollars of new investment to show a 10 per cent return on Apple.

Will Apple’s size slow it down? Will Dell and IBM continue to outperform?

One thing’s for sure, it’s tough to stay on top and over the last six months investors have seen more reward in Dell and IBM.

Stay tuned.

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Written by johnrondina

July 20, 2011 at 4:36 pm

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