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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (18196)	12/17/2003 6:33:53 PM
From: Wallace Rivers	Respond to of 78634

I sold CSCO recently, part of the reason being its valuation in comparison with MSFT. The majority of valuation parameters say MSFT is much more of a relative value than CSCO; MSFT has a pristine balance sheet with that huge cash hoard. While I sold CSCO, I continue to hold MSFT, and agree - and hope;>) - that it can appreciate another 15%, although there seems to be a lot of resistance just below that level.

To: Bob Rudd who wrote (18196)	12/17/2003 11:07:14 PM
From: Mark Marcellus	Read Replies (1) \| Respond to of 78634

Agree that the price or MSFT is not quite cheap (low 20's would look good to me). I just picked some up too, swapping some ORCL shares, for pretty much the same reason as everybody else. Having said that, with a company like MSFT 15% seems like a modest goal. I'm expecting (and even hoping) that it will go down further, and I'll buy more if it does. But if it goes up, I'll hang on for the long term ride. IMO, this is too good a company to let go of lightly when you do get a decent price.