Jury and DJ,
Genau, vraiment, "discussing". And I continue to learn thereby.
The most telling short term comment is Jury's "In a very personal sight of things I can bet on Intel's rescue 10-times cheaper (mas • menos) than on MSFT's growing - caused by the actual stock-prices."
INTC is now beaten down, and all of the other things that you both say are true, therefor a "rescue" or resurgence is likely. It is something like the "dogs of the DOW" theory: that the best buys are good companies which have been beaten down, rather than momentum companies on a roll. INTC qualifies, and will recover. But I question how far it will go because of the factors I mentioned before: real commodity versus intellectual property.
Of course, if today's early action is any indication, INTC will hit 100 again pretty soon.
Regards,
Marc |
