Jim, RE:focus. Good point and thanks. Earning prospectives seem to
be turning south more than north, lately. Just not a good market
to watch short term, especially the commodity tech. People said,
give it enough time, everything is commodity, the PC is there, isn't
it? I don't know.
I thought of buying DELL/CPQ, but stock predicts/comprehends the
future prospect. I see the 'LOW ASP' is not a temporary thingy,
it is a fact of life that PC/box making is 'maturing' into a
commodity business, which is HELL to be in, (MEMORY, HDD, sounds
familiar?). |
