Likes the stock short and long term. Beat estimates on both earnings and revenues. Laptop and notebook sales were better than expected and sees this continuing.

Relatively cheap. A lot of intentional catalysts going forward. Looking to go into more than network equipment but have gone into servers. Could be one of the clear winners in the future.

If you are looking at a basket of tech stocks this will mitigate your risk.

If you are looking at a basket of tech stocks this will mitigate your risk.

Shipping companies are tied directly to international demand for goods. Baltic Index (measure of the rate being charged) actually did quite well and, unfortunately, this company has been working in the opposite direction. Index is now looking to tail off. Have a fleet of deep-water drill ships, which is tied to the price of oil and could be a kicker.

Once generic stocks have their products in place they can milk it for several years to come. He wouldn't be looking at this right now.

Acquiring Yahoo and not having to give up a lot for it. Coming up with the launch of Windows7 in October and there is a pent-up demand for a new operating system that won't be reflected until 2010-2011. Earnings were disappointing.