so, the spring rally is due to resume after triple witching next week but mcdt has, once again, put the screws to the storage sector, oracle punched a couple holes in database spending, ibm, hwp, cpq and intel show tepid growth and 'harry potter' style accounting/inventory practices, then, why would dow money rotate into tech? do we expect to see qlgc, brcm, ebay in the 60/70 range by april?
i mean, i like a good dose of wacky baccky and yellow submarine surrealism as well as the next old hippy, but, this is just flat nuts.
damn, just when we really need chuck jones to explain things, he's up and died on us.
ps. at least the nascent drought conditions in 30% of the country are good for the construction/manufacturing numbers. too bad about next years food prices though.
larry@huh?.com |
