Tony,
re: "I'm finding SI about as fast recently as molasses in Maine in January"
I have cable Internet service, and SI was REALLY BAD until about a week ago. Now, for me, it's normal. You really notice with cable access, it goes from about 1/2 second from note to note, to about 30 seconds.
re: "Every single "analyst" that shows up on a business show is pushing tech, make that Internet infrastructure companies, lately."
That usually means it's time to sell. Everything's priced in.
re: "Back to the pullback, if it happens, and speaking of CSCO and EMC (guess I didn't yet), I'd like to beef up my holdings in them to fill in for my INTC when it gets absent, like now."
I hold both CSCO and EMC. I wouldn't be surprised to see Intel outperform them over the next couple of months. They both seem a little over extended (along with SUNW, others).
We are in a strong fundamental cycle for techs. Eventually I expect the stock prices to reflect the relative benefits to each companies earnings. Unless there is something we don't know, INTC should outperform.
John |
