>> These three companies are definitely still considered Gorillas, but I don't think the thread agrees with its mantra that it is never too late to buy INTC, MSFT, & CSCO.
JMHO about the Silverbacks:
Intel is a cyclical and there are some timing issues related to holding it. Up until recently they have been focused largely on PC's, which has been a sector in disfavor. Now that they are using their Gorilla Power to gain entry into server farms, networking ICs, and wireless products, they are back on my radar screen.
Microsoft has been in the midst of legal problems for almost 2 years, and it has placed a damper on their growth potential, despite posting incredible earnings reports during that period. I am waiting for them to settle with the doj before considering re-entering. Steve Ballmer's comment about Mr. Softee being overpriced hasn't exactly encouraged me, though.
Despite their >350B market cap and Silverback status, Cisco is still amazingly vital and imo a sure thing, though their growth rate will probably not approach that of Qcom. In order to take advantage of their solid prospects, I have put them back in a prominent position in my portfolio in the last two weeks, but through the vehicle of LEAPS to enhance their returns.
For ltb&h low risk/reward investing, the Silverbacks are always a great choice.
uf |
