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No. of Recommendations: 3
(HPQ, DELL, RIMM) which would you pick and why?

I'd buy them in that order.
HPQ is very cheap, and has a mix of businesses some of which are very valuable and probably sustainable.
They won't out-IBM IBM, but they might under-IBM them and still be profitable.
Dell has had very nasty erosion in their return on assets, and I don't think they're a big winner in future as in the past. Tough business to be in.
RIMM I think is headed the irrelevance way of Nokia...strong niche now gone, nothing else.

This opinion plus $2.45 will get you a grande latte.

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