rudedog, RE: In the last 5 months, MSFT has been relatively flat, maybe 10% gain. INTC is a double, as is CSCO. CPQ and DELL are in the middle, both up about 50% from their November lows. They also don't move together - CSCO and INTC were going up in February, while DELL, CPQ and MSFT were going down.
That doesn't look like much correlation to me, but maybe I misunderstood what you meant
My sample would contain more than 5 months of data, given that most people's investment time horizon is much longer than 5 months, particularly at today's valuations. In my mind, it is hard to argue that through a full economic cycle that MSFT, DELL, CSCO, and CPQ aren't highly correlated. |
