If one believes that real tech buildout is still intact (which I do, even though I do not agree with the valuations), then at current levels, LU would seem to be a better bet, gamble, punt than CSCO, SUNW or EMC, to be sold promptly upon inkling of profit, as there will be another chance to buy again.
Between SUNW and EMC, I prefer EMC. Storage requirement, even for SI, is going up, though I do not know if SI makes enough money to pay for more EMC/NTAPs. The storage players should be lobbying for laws requiring 10 year storage of all postings ... and later, all memory hogging video footages. These are at least repeatable stories by the stock salesmen during the bounce. |
