| Vince, I didn't say the report is wrong. It is only a data point, to be digested along with other data points, like those I pointed out. All together, imo, these data points seem to indicate growth is slowing a bit. Take the report for what it is. Someone's somewhat educated, wild-ass guess. Frankly, as I posted here and on the NT thread a few times now, I put the most credence in what the buyers of the equipment are saying. More than what the equipment builders are saying, and much more so than what the component suppliers are saying. And, oh yes, certainly what the stock market itself is saying. Again, I'm just looking for an entry point to buy my first third. I think it may be lower than current levels. -- Gary |
