When the economy kicks in, people out of work finally employed are going to buy computers and peripherals. Fry's is privately held; Best Buy's a little steep for me. Any good ones with lower share prices?
First off, I agree with your logic.
I think that Hewlett-Packard (HPQ) is a great buy right now. So is Microsoft (MSFT) and pays a nice dividend.
Also look at Apple (AAPL), but it's around $200/share right now.
Good luck!
I think that Dell will do very well.