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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (39006)	9/1/2010 1:26:19 PM
From: Mattyice	Read Replies (1) of 78702

I like INTC(been adding some over past week), maybe IBM before today. I dont know enough about AMAT. I have been short MSFT(Jan 11 25 puts since it was trading at 25.5 or so). I have been short alot of different names over past several months though i dont like to mention for fear ill get reamed. Though i have been reevaluating MSFT, man they have alot of cash though i believe in msft management about as much as the US govt. I am probably going to cover though considering there is probably to many catalyst for it to go higher, not lower. I dont like ORCL, but i dont know enough about them either. MM

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