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

To: Shane M who wrote (40573)	12/14/2010 4:59:58 AM
From: Madharry	Read Replies (2) \| Respond to of 78751

there's an awful lot of people that i respect that love microsoft. perhaps there isnt anyone left to buy the stock. I just got a new computer and it comes with windows 7. we will see how it works.

To: Shane M who wrote (40573)	12/14/2010 9:16:55 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78751

WDC - you put it very nicely: "it doesn't have much moat/barrier to entry other than it's one of the last standing (albeit in shifting industry that requires constant execution)." INTC - I agree, it's one of the truer Gorillas although AMD clouds the issue. ;) I still wonder why ROE is so lowish for a Gorilla. Maybe it's the issue of capital requirements to build the fabs, but then I look at TSM which is a generic foundry and they have higher ROE and higher margins than Gorilla INTC... Weird. But sure INTC still has a lot of moat with some fraying at the sides (AMD + ARM for things mobile).