Barron's Online - Technology Trader: Handicapping the Four Horsemen "Four stocks dominate technology portofolios: Microsoft, Intel, Cisco and IBM.
The stock-market value of these four firms adds up to a combined $760 billion, which represents 35% of the entire tech universe's market cap. But one of the four stocks looks expensive, say the tech analysts at Sanford C. Bernstein. It's Cisco.
As for all those Cisco shares in investors' hands, the Bernstein analysts suggest investors apply some of those toward share purchases of Microsoft."