I knew you come out of the wood work. I'm doing nothing but playing the trend, the channels, while you are being cute by trying to be early and going for crumbs. I believe now is not the time to be cute about it. As I said weeks ago, buy and hold has come back in vogue, any selling is going to met by money in waiting. It's simple really. People are nesting now, staying home, buying electronic gizmos, ordering product over the net. You can see that in what BBY and the surviving .coms are saying,. At work they are traveling less, conducting more biz. electronically, videoconferencing, sending video emails, all the above requires better infrastructure, hardware or software. Your are seeing that in how companies expresses firmness, better visibility, and you will continue to see that as the nature rhythm returns to the high tech market through next year.
b |