>It has been a few months since I have been so upbeat about a stock.
I agree, but I gotta tell ya, I am excited about INTC, CSCO, RMBS, and MSFT. They are all hitting new highs and guidance from their conservative management is encouraging.
MSFT is a standout, though, because, as you said, the DoJ case doesn't seem to be having an effect. I do worry, though, if the stock is not discounted with expectation of an unfavorable ruling, we could have a big hit if such a ruling results from the case. I believe we should expect an unfavorable ruling, based on this judge's past history. |
