A Talk with Legg Mason's Bill Miller

The manager of the Legg Mason Value Trust fund says he's looking for a bounce in big caps

For the first time since 1995, Bill Miller has been boosting his holdings in technology stocks for Legg Mason Value Trust (LMVTX). The fund manager with the near-incredible record of beating the market during each of the last 15 years says he recently bought Dell (DELL) and Hewlett-Packard (HPQ). The reason: He thinks they're cheap.

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