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Buy Intel, Microsoft as They Prepare Assault on Apple

May 7, 2012

Intel (INTC) and Microsoft (MSFT) have been the sleeping dogs of the stock market. In a world where we measure everybody else against Apple (AAPL), recent results are telling.

Intel and Microsoft are - finally - doing all the right things. If anyone was ever going to wake up and provide Apple with legitimate competition, it was these two sleeping dogs. And their push should help weaker companies such as a whole slew of PC makers, Nokia (NOK) and Barnes & Noble (BKS), not only stay alive, but turn things around.

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