Kogod Finance Group

Monday, October 23, 2006

Technology Sector 20th Oct

Microsoft - 28.45 right around the price on the 16th of 28.48 - hovering around the 52 week high of 28.70
Some interesting news of late:
- Microsoft announced last week an expansion of its medical research mission -- the Fool believes this should give long term shareholders something nice to think about.
- Window's Mobile devices seem to be doing quite well -- the number of phones running the system doubled to 6 million in 2005. MSFT is also looking to connect windows mobile devices with Xbox Live.
- WSJ had an article last Friday about the future for MSFT being the web, and how they need to do something drastic to gain more ground.
Dell - 23.60 slightly down from our purchase on the 17th at 24.33

- unfortunately in wake of my pick Dell lost the lead in PC shipments to HP last quarter. However the lead is only 110,000. HP is experiencing massive growth in the consumer market, which isn't as profitable as the business market -- the jungle Dell calls it's own.

So AMD anyone? It is 53% off its 52 week high of 42.7 a share.

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