From "Holiday expectations for consumer PC brands with Morgan Stanley Analyst Erik Woodring" which aired Monday on CNBC:
Morgan Stanley Analyst Erik Woodring joins 'TechCheck' to discuss Black Friday expectations for PC manufacturers, Apple's supply constraints challenging earnings and consumer demand worldwide.
My take: Do I care whether Dell or HP wins the Wintel PC wars? Not much. But for what it's worth, Woodring likes Dell better than HP going into Black Friday.