He expects to reduce the equity percentage to 30% to 40% later this year and move more into high-grade corporate bonds.

FORBES: Cruising Musings

Unfortunately, the aggressive move into the consumer space with high-end PCs (Alienware, Adamo), TVs, MP3 players (that eventually never shipped), smartphones, tablets and even mini-stores, pretty much failed.

FORBES: Dell 2.0: Are We There Yet?

If I believed this to be an accurate analysis, I would be tempted to move every dollar I have into high yield bonds and borrow on a home equity line to buy even more.

FORBES: How Cheap Is High Yield?