Dear missing - you ve a point there, or maybe you were reading the same story I read a couple of days ago:
cbs.marketwatch.com
For the sake of discussion, if you feel CSCO is the gorilla and BAY a chimp, why wait for BAY to go up to $40 before you switch? I mean, the logical conclusion of your argument is that CSCO will most likely always outperform BAY. So, the sooner you switch, the better performing you portfolio will be.
Note: actually, I do recognize the reality somewhat - size matters <VBG>. Therefore, in general, I agree that all things equal, i.e., if two cos don't make any mistake, people tend to gravitate toward a more stable one. Having said that, unfortunately, I am a highly emotional investor - bad idea <sg> - and I ve a tendency to root for underdogs. O, well, it takes all kinds to make up the world <g>
rgds Bosco |
