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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (22240)11/13/2005 5:53:30 PM
From: Bob Rudd  Read Replies (1) of 78744
 
On Thursday I added to CSCO @17.24 & started INTC @25.10 without great enthusiasm for either[usually a good omen]...Barrons cover story this week discusses how a boost in corporate spending might put some wind in the sales of each as well as MSFT, which I have accumulated a substantial position in anticipating a boost from new product cycles. I don't expect moonshots from any of these...just hope I don't get 'mooned' by them, but I do expect that collectively they will outperform cash & and market modestly.
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