Hi Sig:
Good article. Just remember that a few weeks ago they said that the tech sector was overvalued, the name of the game was value stosks: buy tractors, buy steel, refrigerators, etc, avoid compuetrs, internet, telecoms. etc. Have not heard from those pessimists have we? Now in addition to tech and dot com, the name of the game is: NETWORK. Any company with the word Network behind is is hot, just like decades ago when any company with the word computer would be hot. Remember Coleco, Commodore, Atari ... They come and go. Better stick with the winner: Dell it is. Regret could not make the meeting, see you next year, and save me some Texas veggies, or whatever you gave to Freeus.
Best regards,
Paul
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