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Last time a crisper Wilson was with us back in February he's got two billion dollars an asset management -- -- -- -- stocks that have since.
Rallied to quite nicely Microsoft and Hewlett-Packard are both up double digit percentage point really for Hewlett-Packard that's a pretty one.
Since he was here now he's got two new names for us that he calls quote.
Stupid -- joining me now.
Chris Bertelsmann is global financial private capital seat by a white Christmas to see you you do like the technology at the moment so it doesn't surprise me that your next two picks our technology picks but it surprises me that -- -- sort of all school names.
Let's get to the first one and that is Intel.
Intel is absolutely super -- got a great -- People don't understand that the foundry business is absolutely the best in the world they already are -- to the mobile side that kind of playing.
I would say the Droid and Google off against apple and arms so.
It should be an interesting battle they've got execution risk that you have to like them at these price.
They are the smartest guys when it comes to energy sipping chips where that really don't sap a lot of energy that's what everybody needs because they complain that the iPhone.
Brings up too quickly but.
That some people -- -- that they're late to the mobile game.
Yes -- no question they have been late to the mobile game but I think that there efficiency is gonna allow them to participate particularly if Google Android give him the nod to to be content in their phone Chris wears it in two years puts -- price.
-- my price target is 35 to 44 Intel and two years okay dividend right now three point 7% they keep raising it let's get -- your next victim that is Cisco again.
One of the old school companies try to really reinvent itself in many ways.
Cisco is also -- that has a dividend -- plenty of cash.
Everyone looked out -- and sort of walked away from an over the last few weeks because Juniper Networks.
Had a pretty.
Lousy quarter frankly.
But I think it's juniper is mistake is Cisco's gain.
So my view is that this is a great entry point into -- the report in the fifteenth so -- won't have to wait long to find out.
And we hope to hear from John Chambers about that their dividend is 3.2 percent they've got a PE of ten which you say is quote stupid -- Let me just finally ask you with the Chinese hacking story and wild way which is the Chinese company that has really tried to take Cisco on.
Does that hurt while way because now we see that India's saying wait a minute we're not gonna use while -- systems because they may be used to try to act and for a -- way.
That of course has not been proven while -- completely denies it.
But does that sort of in a way of play into why you believe that Cisco might really -- -- that toehold nationally and internationally.
Great point Liz where there's smoke there's fire or at least where this suspicion.
There's certainly going to be people who look at Cisco rather than -- -- Chris Ferguson global financial private capital chief investment officer we'll see you next time thank you for joining us thank you okay --
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