Barron's Online - Technology Trader: Handicapping the Four Horsemen

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.
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As for all those Cisco shares in investors' hands, the Bernstein analysts suggest investors apply some of those toward share purchases of Microsoft."