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deaverb » Comments » Comments on CEC
More on CEC by deaverb
129 comments
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View deaverb's Comments on:
The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
Costs in line; solid thinking; lots of big caps with strong overseas positions. More diversified in the last dip 2000-2001, which much broader markets for the big guys. This author makes this clear.