We've owned the stock for over six years. It's a really great company and we love it a lot.

A company that comes out and actually ups their dividend like Microsoft just did is signaling to the market that they have better financials. Investors see dividends as something that will be permanent,

I want to see Microsoft do something that can help them on a going concern, ... I'd rather see the company make some sort of deal but if there aren't any acquisitions available, I'd settle for a buyback.

I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point.

Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,