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Strategies & Market Trends : Value Investing

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From: Paul Senior	11/3/2012 12:34:34 PM
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OT: I like the idea of big tech where there's a base of installed product that requires some defined skills/knowledge to maintain. Specifically, companies where there are opportunities for people to get jobs or to maintain/improve their skills and become more valuable to their employer by getting certified by the supplier (tech) company. Examples might be The Microsoft Certified IT Professional (MCITP) certification or Oracle's certification tracks. My guess is that once these big tech suppliers and their customers' certified people are in place, there's a moat of sorts because there is a vested interested keeping the relationship -- between the tech company and the customer people who've made an effort to get training and certified. (Of course, technology marches on, so skill sets and tech companies are made obsolete too sometimes.) Anyway, I find I'm willing to bet on at least some of these companies: MSFT, ORCL, and my latest add to my basket, ADSK (not a value stock in my view). I'm considering now CSCO, given its certification programs and possibly being a value stock at current price. Do any of you guys have an opinion on CSCO and/or other companies that offer certification programs for their products?

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