| so all this fund money is pouring out of the bloated DELL, CSCO, INTC, TXN, NOK, MOT, NT etc. but where is it going to go? So, ok, lets pour it all into PMCS, NTAP, AMCC, SDLI, BRCD, BRCM, SEBL, VRTS - great companies, so their market caps can all double, in a week or two, then what? There aren't that many companies that will be around 10 years, much less be the next CSCO, all these $500 million cap fast growing tech companies that ipo or are "discovered" all the time by speculators, 90% will probably be out of business in 5-10 years, yet the market does not price in this risk, though it seems to have begun...today was not about AAPL. Something to think about |
