If you're a long-term investor, do you really want the same amount of money in Microsoft and (tractor maker) Caterpillar?

It has very steady results. They are one of the leaders in software for engineering simulation where an engineering designs a product, wants to see when they actually go to prototype if it is going to work. They have very consistent results and I actually think when they report their quarter in the next week or two, it'll be an upside surprise.

Well, everybody knows I used to work there, so I think I know the company pretty well. I also have stock and options from my days as an employee.

We don't know when (that revival will be) and that makes it very worrisome.

Storage has been a very strong market and this company is definitely a leader.

We're in a skittish market and the last thing you want to do is surprise investors.