I think tomorrow will be extremely volatile. Microsoft reported controversial numbers, and it's options expiration time. Plus, the Middle East problem is still with us. There may be some excellent opportunities for both bulls and bears.
Longer term, I think Sun will do well. Eventually the economy will improve, and Sun will be there with attractive products when it does. Server consolidation is a natural area for them. Also, they've taken a lot of cost out of their operations, so incremental sales should have good margins; some of that was evident in today's numbers. Video on demand and Hypermobile Computing (TM) are for the most part still in the future, and could consume a lot of computing and bandwidth. Telecom won't stay down forever. Zander as good as announced a dual processor V100 (V200?) in the conference call.
Hewpaq could easily go into a tailspin, and IBM is stumbling, as is the IA-64, leaving the competitive landscape attractive.
I believe mutual fund inflows are on the rise, and some of that money will find a home in techs.
JMHO, and not intended as investment advice. I've been wrong before, and will be again. <g>
Charles Tutt (SM) |
