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Strategies & Market Trends : Value Investing

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To: Keith J who wrote (43029)	6/16/2011 5:01:50 PM
From: E_K_S	Read Replies (1) of 78659

Hi Keith - My bet is with Intel but I also own some MSFT and NOK. Intel to me is a value buy anywhere below $20.00/share. They are supposed to be working on an ARM low powered processor that will be used in the next generation smart phones and tablets. They missed the 1st generation chips to NVDA. Apple is also talking to INTEL for the manufacturing of their own proprietary chip (developed through their own subsidiary company recently purchased). Therefore, based on the intrinsic value in Intel, it might be the best value. I also have a small bet in the NOK & MSFT alliance owning shares in both of these companies. My basis in these companies is at higher prices. I think with NOK now at $5.94/share, the worst it priced into the stock. The new NOK Mobile 7 smart phone (MSFT Mobile 7 OS) s/b available late this year early next year. finance.yahoo.com So I own 25% MSFT, 25% NOK and 50% INTC. The mix nets a 4% dividend (If NOK maintains their 7% annual dividend) too. The three stocks represent a 1.8% of the portfolio so it is still a small bet for me. EKS P.S. RIMM out w/ earnings which miss. They warn for the future " fiscal 2012 w/b challenging". Stock down over 16% in AH to $29.50/share (in active trading).

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