Hewlett Packard's CEO came out today and gave some poor earnings guidance, which drove the stock down 12% to lows not seen even during the financial crisis. Dell also down 5% today and now at a 3 year low.My question is to those knowledgable of industry dynamics, partly because I have positions in STX and INTC and wonder if there will be collateral damage for these companies? I ask because right now it looks like HPQ and Dell are trading like they're heading to the way of newspaper companies. All thoughts are welcome.
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