INTC and MSFT overpriced? No way.
Even with the recent run-up, INTC *still* isn't highly, or even fairly valued. People just assume that it is overpriced, because it is up from a low of 49 3/4 this year...the fact is, that it was UNDERVALUED for so long.
MSFT: Well, that's just MSFT, one of the best companies in the history of the world!!!
I will agree with you that CSCO is the best stock of the "big three." I'll take it a step further--I think CSCO is about the best stock in the entire market, in terms of risk/reward.
I never came to this thread before, because there is really nothing to talk about. CSCO is my largest position, and the stock just steadly goes up. I came now, because I'm not sure why the stock has been rather weak lately (from going throught the posts, apparently no one else is either). It's not as if I'm going to sell my shares--I actually want to buy more. The only thing stopping me, is that I don't know why the stock is down. |