| Battapaglia had an interesting take on the NAZ when he lowered his year end prediction. Some of the biggest NAZ stocks, who have the most influence in the price: INTC, MSFT, DELL, etc, are PC related. Many of the up and coming network guys, BRCD, BRCM, JNPR, RBAK, JDSU, etc, have a smaller impact on the average at this point in time, but are the faster growing segment. So, where many individual investors have switched more to infra-structure plays, we should expect to do better than the Naz. I think a lot of us here have really been talking infra-structure for a while, so I hope this plays out. |
