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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (40638)	12/16/2010 12:49:40 AM
From: Jurgis Bekepuris	Read Replies (1) of 78687

Looking at prices of big 3: INTC, MSFT, CSCO, it has been a lost decade for them. I guess part of the reason was that "conventional" tech sales topped in 2000 and these Gorillas or Kings did not manage to find new markets to spread into since then. All of them tried and are still trying: MSFT - internet business (so so), healthcare (success), mobile (mostly failure), gaming (success) CSCO - video conferencing (success?) INTC - wireless and mobile (so so) None of the successes were big enough to matter. So they are still stuck in their main domains that are much more cyclical than growth. Which means that maybe we should treat their good 2010 results with cyclical caution. :/

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