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I think that Microsoft's release of Vista is going to cause a big turnover in equipment for consumers. It will require quite a bit more hardware than XP does. So, I decided to go for the triple play and selected Microsoft, Intel, and Dell to outperform for the year.

 

There are other factors helping Intel and Dell. Intel seems to be getting aggressive about releasing dual core and pre-announcing quad core chips. I thnk these will be revolutionary in terms of processor performance and capabilities.

 

Dell is no longer the leader in sales to consumers, but I think they have the best cost structure and can really accelerate from here.

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