It makes a lot of sense. The most reliable companies are those that can consistently generate revenue from high margin products/services. These companies have very little in risk and lots of room for experimentation. The cash is usually piling in.
Technology companies rarely hold such a position without constant R&D (expensive!). Lately I've been looking into Adobe. Their Creative Suite and Flash platform dominates the marketplace. I need to do more research, but they look pretty good at first sight.
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