MM,
You wrote:
< High tech's fascination shine is wearing off like an old Christmas toy and tech manufacturers are turning into commodities. It happened to Altera, Xilinx, US Robotics, 3Com, Zoom, Gateway, Apple, AMD, HP,
Novell, Compaq, to name a just a few. Next on the list CSCO, MSFT, INTC, DELL and other biggies. This correction is a total reevaluation>
SO what your saying is that in the market that is lead by :
MSFT:- Apple, Novell have suffered.
CSCO:- USRX,COMS have suffered
INTC:- AMD has suffered
DELL:- Compaq has suffered.
The market leaders have taken a shave but over the last 12 months, have still outperformed competitors. This market is punishing the leaders LAST but when the market recovers, MSFT, INTC, CSCO and DELL will lead the charge.
<Dont flame me, please. >
Not a flame, just a difference of opinion. Hope your dinner didn't burn <ggg>
Cheers,
Peppe |
