Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that I think are going to be around for the long term, leaders in the up cycle, ... Companies that the institutional investor can get in and out of quickly and that tends to draw a larger portion of the money when we have these volatile times.
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We definitely expected more consolidation in the industry, although it is always hard to imagine a deal of this magnitude. read more
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It was on the outside corner,
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The tragedy of modern war is that the young men die fighting each other - instead of their real enemies back home in the capitals.
We're in the middle of a tax revolution, and this is evidence of that.
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