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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (40051)	11/15/2010 8:54:03 PM
From: Bryan Beshore	Read Replies (1) of 78750

I think your spot on with respect to INTC, CSCO and MSFT over the next 5 yrs. Especially CSCO/MSFT. WIth respect to cloud computing (12bln mkt 08' 40+bln mkt 12') CSCO = large player in the aggregated business software offering in the cloud all while, in sync, MSFT 'will' be a huge player in the distribution market... A transition is taking hold -- more growth to come in this area 12 mo out...

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