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

To: Grantcw who wrote (39006)	8/30/2010 2:41:32 PM
From: Dale Baker	Read Replies (2) \| Respond to of 78666

You should just buy XLK and save yourself some commissions: moneycentral.msn.com

To: Grantcw who wrote (39006)	8/30/2010 3:14:19 PM
From: Paul Senior	Respond to of 78666

Yes, not only considering increasing large-cap exposure, but starting to do it. Not a fan of Intel -- I'll look again though. AMAT I do find attractive and am considering.

To: Grantcw who wrote (39006)	8/31/2010 6:29:39 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Cwillyg, fwiw, a fill for me today for a small tracking position in AMAT. finance.yahoo.com

To: Grantcw who wrote (39006)	9/1/2010 1:26:19 PM
From: Mattyice	Read Replies (1) \| Respond to of 78666

I like INTC(been adding some over past week), maybe IBM before today. I dont know enough about AMAT. I have been short MSFT(Jan 11 25 puts since it was trading at 25.5 or so). I have been short alot of different names over past several months though i dont like to mention for fear ill get reamed. Though i have been reevaluating MSFT, man they have alot of cash though i believe in msft management about as much as the US govt. I am probably going to cover though considering there is probably to many catalyst for it to go higher, not lower. I dont like ORCL, but i dont know enough about them either. MM