12-06-2013, 02:00 PM
Sorry in advance for the almost absurd crudity of the following, but at the very highest level, am I categorizing all of these properly?
IBM – IT, software, consulting, financing [2.1%]
AAPL – Hardware (retail) and software (retail) [2.3%]
MSFT – Hardware (retail) and software (enterprise and retail) [3.0%]
INTC – Chips [3.8%]
CSCO – Hardware (networking and communications) [3.2%]
QCOM – Hardware (networking and communications) [1.9%]
ORCL – Software (enterprise / database) [1.4%]
HPQ – Hardware (retail) [2.3%]
CA – IT, software, consulting [3.0%]
ACN – IT, consulting [2.4%]
MOLX – Hardware (electronic components) [2.5%]
So AAPL, MSFT, and HPQ are more or less competitors, I know.
IBM, CA, and ACN seem to be in the same type of business.
Do CSCO and QCOM compete directly, or are they focused on different pieces of the technology infrastructure?
Should any of INTC's competitors be on the list, or are they not dividend companies?
I'm inclined not to give QCOM or ORCL too much of my time, as their current yields are too low to excite me into a purchase, unless anyone is convinced that their earnings and dividends are set to grow like gangbusters over the next 5 years.
IBM – IT, software, consulting, financing [2.1%]
AAPL – Hardware (retail) and software (retail) [2.3%]
MSFT – Hardware (retail) and software (enterprise and retail) [3.0%]
INTC – Chips [3.8%]
CSCO – Hardware (networking and communications) [3.2%]
QCOM – Hardware (networking and communications) [1.9%]
ORCL – Software (enterprise / database) [1.4%]
HPQ – Hardware (retail) [2.3%]
CA – IT, software, consulting [3.0%]
ACN – IT, consulting [2.4%]
MOLX – Hardware (electronic components) [2.5%]
So AAPL, MSFT, and HPQ are more or less competitors, I know.
IBM, CA, and ACN seem to be in the same type of business.
Do CSCO and QCOM compete directly, or are they focused on different pieces of the technology infrastructure?
Should any of INTC's competitors be on the list, or are they not dividend companies?
I'm inclined not to give QCOM or ORCL too much of my time, as their current yields are too low to excite me into a purchase, unless anyone is convinced that their earnings and dividends are set to grow like gangbusters over the next 5 years.