Fred, >>>isn't it fun to watch the analysts once again upgrading in droves after the fact.<<<
I don't want to rain on your parade (I suppose GVTucker, Earlie, MB and some of the others won't either), but I do not see a real sustained rally in the stock until after the fact that Merced revenues kick in, IBM AS400 sales dry up, IBM S390 systems sales slide, Tony, John, and some of the others on this thread capitulate vis a vis mainframes versus IA computing.
Until then, we will have another round of AMD kicks INTC b*** (this time in corporate computing), ASP down to nothing, the commoditization of computers, and worldwide glut of computers caused by the end of anything new in the computer world - forever, as forecasted by technology guru's Earlie and others.
There is an old saying, the more things change, the more they stay the same.
Break a leg <gggg>,
Mary |
