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

To: Keith J who wrote (43029)	6/16/2011 5:01:50 PM
From: E_K_S	Read Replies (1) \| Respond to of 78652

Hi Keith - My bet is with Intel but I also own some MSFT and NOK. Intel to me is a value buy anywhere below $20.00/share. They are supposed to be working on an ARM low powered processor that will be used in the next generation smart phones and tablets. They missed the 1st generation chips to NVDA. Apple is also talking to INTEL for the manufacturing of their own proprietary chip (developed through their own subsidiary company recently purchased). Therefore, based on the intrinsic value in Intel, it might be the best value. I also have a small bet in the NOK & MSFT alliance owning shares in both of these companies. My basis in these companies is at higher prices. I think with NOK now at $5.94/share, the worst it priced into the stock. The new NOK Mobile 7 smart phone (MSFT Mobile 7 OS) s/b available late this year early next year. finance.yahoo.com So I own 25% MSFT, 25% NOK and 50% INTC. The mix nets a 4% dividend (If NOK maintains their 7% annual dividend) too. The three stocks represent a 1.8% of the portfolio so it is still a small bet for me. EKS P.S. RIMM out w/ earnings which miss. They warn for the future " fiscal 2012 w/b challenging". Stock down over 16% in AH to $29.50/share (in active trading).

To: Keith J who wrote (43029)	6/16/2011 7:34:49 PM
From: Madharry	Read Replies (1) \| Respond to of 78652

i continue to have a big position in goog, that hasnt done very well of late.

To: Keith J who wrote (43029)	6/16/2011 10:31:41 PM
From: Shane M	Respond to of 78652

Keith, good point. It is possible for them all to lose. I've been very heavy in cash since start of year, but am currenty long AAPL of this bunch. I let the downtrend in MSFT take me out there but will re-establish a position in MSFT when mkt turns. INTC was mentioned by a few other posters and definitely want to get back in there too - but only when the market acts like it want to go somewhere. I'm mainly just sitting on my hands, playing a position here or there to keep my mind engaged, but waiting for a good chance to deploy my cash in a more meaningful way.