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

To: Jurgis Bekepuris who wrote (45079)	10/21/2011 2:59:43 AM
From: Paul Senior	1 Recommendation Read Replies (1) \| Respond to of 78670

MSFT: " Microsoft Corp. (MSFT), the largest software maker, reported first-quarter sales that topped analysts’ predictions as companies invested in Office and server programs, outweighing poor consumer demand for computers." bloomberg.com ======================================== Numbers confirm again for me that MSFT is a value stock. I have a few shares acquired at lower prices, and I'll step up for a few more at current price. For me, I'd rather own MSFT in which I have some confidence that the company will continue to produce revenues and earnings, than be in the disk drive makers which look cheaper on some financial metrics, but may or may not have the staying power of MSFT.

To: Jurgis Bekepuris who wrote (45079)	10/23/2011 1:39:23 AM
From: J Mako	Respond to of 78670

re: WDC/STX You're right. The story is still being unfolded. news.cnet.com If there's one company to watch, it may be No.1 Western Digital (WDC), according to IHS-iSuppli. "WDC, the world's largest HDD manufacturer in terms of volume, has 37,000 workers in Thailand, and production in the country accounts for 60 percent of the company's total capacity. WDC in the second quarter made 53.8 million HDDs, giving it a 32 percent share of the global market," said iSuppli. * * * npr.org Thailand's catastrophic floods may take up to six weeks to recede, the prime minister said Saturday