In our view, Dell is pretty much the same company and we believe most have forgotten about its structural and cost advantages with its world-class supply chain and direct model,

[Apple is] one of the few quality names out there with pretty high visibility, ... You know whether they're doing well or not.

Fundamentally, this company depends on capital spending coming back, and I think IT spending will come back in the fourth quarter,

We like Analog Devices  ( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.

While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded.

A color screen would be a positive, ... Doing that could spur some people to want to upgrade.