Today's tumble could also be a natural runout of the momentum built into the stock when all the "news" came out. Remember, we really don't have the "news" yet. Those of us who follow this thread religiously feel that we are absolutely certain about the date(s) for camino, Dell utilization, etc..but while our speculation is better than most, built on excellent sources and consistent rumor, we really do not yet know the magic dates, volumes, market acceptance, etc.
It is very logical for investors who have seen surprises plague this stock in the past, (Camino delay, VIA, PC 133 refusal to die)to decide to pocket the 10 to 15 points they made over the past month and let the picture clear.
About a week ago I posted that I was really wondering why the stock was still up in light of so much, arguably, bad news. Well, the stock is now doing what I thought it would do then, and maybe for the same reasons. Many, many want to watch this launch from the sidelines WITH their money in their pockets. |