I can't figure out why people want to own unprofitable companies with no prospect of making money in the near future. That's just trading paper,

We are not heavily invested in tech and are not likely to be so until we see fundamental progress. We've always selected companies with strong earnings growth and most technology companies don't have that at this point.

We own L-3 because it's a good solid stock as opposed to being part of an industry theme play, ... The defense industry has the wind at its back now but most companies don't have the earnings consistency we're looking for.

The two companies are similar, but Symantec has been a more consistent performer. I just do not have a high degree of confidence in Network Associates.