Nadine, I stick with the Contrarian name, as I am long many, many issues. Some even techs. And, of course, I was long techs big time when they were cheap, though I have never liked commodity techs.
IDC is off by about 20-30 pct. every year, about the same as DQ. They consider that good. I consider it useless for my purposes. Especially since they use unit and not dollar sales. That is just a waste of an investors time.
The sad fact is, there are no definitive studies on Y2k problems and opportunities as nobody was a around in 1000. -g- The only input I have is bits like cos. and the govt. cutting or eliminating new spending until it is fixed, and that process will pick up steam as the date approaches and the economy rolls over, IMHO.
BTW, though I like contrarian better than bear, I love tulips. -g- MB
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