Harry, yes, I hope this is the opposite of the Vinik/Micron case a couple years back. I wonder however, if some folks are thinking that the damage in the component makers (chips, drives, memory) will finally now hit the boxmakers. Logically one has to say that they are benefitting from the price drops, but as we know the market is not always logical. Anyway, CPQ not acting well again today, it's now down 5/8 in an up market.
John
PS I have been buying some of the quality stuff, like Boeing and INTC last week, hope I'm not too early here! |
