I believe Microsoft will begin to appreciate as its next earnings report approaches. At that point we would probably shift the extra funds put into Microsoft into other technology issues. The 21st Century Mutual Fund. It was certainly in my personal portfolio, as it remains. The reasoning was simple.
Oracles database is the standard at large American business.
This is a huge and growing pool of revenue as older systems are converted to prepare for the internet. Oracle is also the largest player on the internet. It is powerful, flexible and has top notch security. When the buy signal went off, Oracle was one of the first stocks to come to mind. The internet has been built with Cisco components and this is not likely to change.