** Off Topic ** Jim, I've been watching WDC for a while, and about the only thing I can think of is that there may be a perception of over-capacity in the industry. I'm very tempted to buy some, but what would I sell??? I think MCAF will come out great after the SYMC law suit is settled, certainly not DELL or TLAB. RHI and VRC are going up like rockets, and the eps growth of PSFT is something to behold! Never my beloved TYC! Both CXC and CKR look like long-term winners, and OXHP keeps racking up great numbers. Perhaps ASND, but I think that company is going to be a long-term winner. And of course I've got to hold onto my other core holdings CA, IBM, GM and CHV. What's a mother to do ? <sigh> So many opportunities and so little cash.
Oh well, I guess I'll just hold
Regards,
Paul |
