John,
i think all the money managers buying tech stocks need to attend some sort of aa meeting. they are obviously in "denial". "what problems with semiconductors, slower pc unit sales, lower per pc unit prices, drop off in semi equipment sales, lower dram, sdram ,and every other type of ram prices, the strong dollar against asian currencies, the asian need to export like crazy at cheap prices based upon the cheap won, etc, etc. what problems . . . what problems?.
Why don't you invite them to yours? :-)
All of the above are not just negative. <g> you should look at both sides before you draw conclusions. That is why I say conclusions to F/A are subjective.
Good Luck Trading
DavidG |
