Thanx for your input on Intel and the rest of the computer market.. my mistake on Intc, its 90% market not 80%.. this will only reinforce that Intel can rebound and have a higher PE quicker than CPQ...Your summation is based on intermediate to long term outlook which I totally agree w/ you but short term on CPQ, I stand corrected..
As for Asia...no I don't think u know anything about it...Spending a year in Asia doesn't constitute of spending most of your life in Asia.. I was born and raised in Manila, been to different Asian countries, also speak several languages and knows the different culture...I have been going back and forth between here and Asia for the last 32 years of my life.... I know the economies, their business practices and I know what's the difference between child labors and fair labors, being poor and rich, unemployment, living conditions, living in a dictator country to a free country, and etc..etc.. ...My summation on Asian economies are NOT back on track and it will continue for the rest of this year probably until next year..
Since your analysis is only based on fundamentals, there's no further to discuss since I based my analysis on fundamentals, charting and technical analysis...
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