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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (50505)	1/5/2013 9:08:29 PM
From: Mr.Gogo	1 Recommendation Read Replies (1) of 78519

Wasap with Apple's moat? For me it is simple. No Steve, no Apple. Unless they use their cash to find someone like him or at least someone who can continue his principles and but he also has to be as fanatic as he was. Not happening. But cannot short it with 100 billion cash and no debt :) I very much agree about the rest. I will start accumulating a position in Dell. I am very pleased with their performance in services. They are walking away successfully from the PC, tablet business. I think the market is starting to realise this. And Michael Dell is taking care of it... If you think about it, Apple is what it is because of Jobs. Google is Google, because of The two guys who control it. Microsoft is Bill Oracle is Lary Facebook is Mark but of course we have IBM Cisco, Ebay that do not depend on one person... Go figure. My money on Dell and a few out of the money puts on IBM. good Investing in the new year to everyone on the thread. Georgi

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