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


To: Grantcw who wrote (40051)11/15/2010 2:25:02 AM
From: Madharry  Read Replies (1) | Respond to of 78749
 
I know a little about everything but not much about specific businesses. I have been an investor/speculator for a long long time, and I think its difficult to predict when a company is losing its edge. I cant comment on intc and microsoft certainly looks like a value play however, I think its been decades since they came out with an exciting revolutionary product despite all their billions. I remember 4 years ago I met a computer consultant and Microsoft was coming out with some new program and i asked her what she thought of and she told me that she tried to avoid using microsoft products as they were more costly than less costly or sometimes free products.

That is why I am more comfortable with goog ibm and even yahoo. Despite all the disparaging remarks about yahoo. I use it daily, and I love their chinese investments. these are businesses that I can understand and that seem to have moats.good luck with your investing.

I googled myself the other day and i was surprised at the information that was public record, including the price i paid for my house, a charitable organization listing me as a contributor, and various comments i had made using my real name on public business websites, and on court proceedings. Try it sometime you may be amazed as well.



To: Grantcw who wrote (40051)11/15/2010 8:54:03 PM
From: Bryan Beshore  Read Replies (1) | Respond to of 78749
 
I think your spot on with respect to INTC, CSCO and MSFT over the next 5 yrs. Especially CSCO/MSFT. WIth respect to cloud computing (12bln mkt 08' 40+bln mkt 12') CSCO = large player in the aggregated business software offering in the cloud all while, in sync, MSFT 'will' be a huge player in the distribution market... A transition is taking hold -- more growth to come in this area 12 mo out...