I'm glad we can finally agree that PC processor sales suck, and server processor sales suck. Apparently, from other sources, storage sucks. North America sucks, and soon Europe and Asia will suck. HWP, DELL, CPQ, SUNW will consequently suck. (GTW has transcended mere sucking.)
Unfortunately, and I mean this sincerely, investment analysis based on company competitive advantage and industry prospects is for the time being pretty much out the window when the world's economies go into suck mode.
Since you brought up Presidential candidates, where, when we need him, is H. Ross "Giant Sucking Sound" Perot? Ol' Ross got a little mixed up on the sucking sound - thinking it was NAFTA... try NASDAQ, Ross.
P.S. I own SUNW and SUNW puts, which as noted above, is definitely in the suck club. Debating the relative merits between owning SUNW and DELL is, at this point, like comparing the Lusitania to the Titanic. |
