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To: Eric L who wrote (1599)9/10/2013 1:40:38 PM
From: Jurgis Bekepuris  Respond to of 1647
 
Wow, great answer. You did all the work. :) Thanks a lot.

I personally find the GoogleRola and NokiaSoft integrations and the challenges and opportunities they present to be exceptionally interesting.

Yeah, they are interesting, but mostly to watch from aside. At least for me. :)

I sold my NOK position.
I don't have GOOG position for some time already, since I think it is too expensive. I do understand its strong position and moats in multiple areas, so I know that probably I am wrong in not holding it.
I have MSFT position. I am deciding whether to exit it before coming turmoil.
I also have a smallish AAPL position.

Overall, I think that I'd rather be in other places during the integrations, platform wars, etc. But I understand that people who make right decisions can make a lot of money in this field.

Regards :)