After getting a chance to talk separately with both their chairman and CEO
last Tuesday/Wednesday, I can only say, I'd keep buying their stock until
the cows come home. I have no doubt they'll be the Dell of the
next decade.
As to MSFT, they're probably a great buy also thinking about what happened
to all the telecom stocks after they broke up. Investors got shares of each
local company which turned out to be a gold mine.
Greg
-- Greg Bolcer email: gbolcer@endtech.com web: http://www.endtech.com work: 714.505.4970 cell: 714.928.5476 fax: 603.994.0516