Paul, Re: >"Incidentally don't look for INTC to lead the way up. Only a turnaround in MSFT will do it."<
Not sure who or what will turn this false correction around just think it's false cause selling seems to be for all the wrong reasons, mostly fear of the unknown. That's why I like INTC right now, all the negative is out.
I also like INTC over MSFT cause if anything's for sure it's Intel has demonstrated it's ability to go after the money. No matter what Intel has done, developed a product, delayed a product, released a product, enhanced a product, marketed a product, over priced a product and cut prices, it was to make real profits they know how to do that well.
On the other hand while MSFT makes real profits it's main, IMO, purpose seems to be to gain power over everything. They are after the content, delivery and programing of the internet currently and I think the DOJ feels stumped by them and IMO that's why they are taking them to court. But besides all that I like companies who want to learn, adjust and redo to get to the money. That is what I see Intel doing continuously. Hence the DEC deal, the Chips (graphics) purchase, the licensing, the Merced delay etc. all leading to sustaining profits.
TTOSBT |
