Hi Rudy,..Re:. I guess, from your comments, and those of wbm, Jim Kelley, and others, that "REAL MEN" don't exercise any discipline or deep analysis on their holdings, but just go with their gut and stick with it... sorry, not my style.
LOL!!! I don't qualify for that real men junk but apart from that, I thought the recent discussions about technical and market direction, especially concerning the Enterprise server business and required resources to support that market made it perfectly clear that some of us at least are very concerned. AS OPPOSED TO WHINING!!
I'm also not sure that the recent earnings weakness can be attributed to the Taiwan earthquake as I remember that DRAM pricing started accelerating in late July and August timeframe - in plenty of time to make alternate provisions rather than be subject to spot market prices. Furthermore, shortages of LCDs, motherboards and other components affected nearly ALL PC vendors. Didn't CPQ and HWP beat estimates even under these conditions? And HWP took a charge as well due to the Agilent spinoff!
So, it's not only tacky, but discourteous IMHO to label concerned investors or traders as whiners. I suppose we could practice the B&H philosophy but that assumes one never questions the premises for the original selection nor takes into account changing technical or market conditions. If legitimate technical or market issues can't be discussed then the thread is just for socializing and serves no other useful purpose.
Now, off the soapbox!! <ggg>
Thanks for all your contributions.
Best,
Lee |
