Greg,
It's good he came, just to be the counter-weight that makes the thread more interesting--as you know, this thread is extremely one-sided. A little constructive debate will be very good.
Personally, I'm not exactly sure if USRX is going to win the standards war. I'm leaning in their favor, but with each day that x2 doesn't ship, I get more wary. And if ROK surprises us and really does ship within a few weeks,....
Either way, I'm still thinking that this rally (which began on Tuesday) might be nothing more than a dead-cat bounce for the techs. Look at today---almost everything (especially networkers) closed well below their highs. I don't like to see that, and I'm not buying any techs for now (maybe DELL sometime in the next week for an earnings trade, but maybe not). For now, I'm focusing on non-tech momentum stocks--NKE (!!!), MRK, WLA, etc.
Good luck.
Sal Habash |
