Mike,
I don't really see what Cramer is driving at either (your repost). Besides, I have read not many of his columns that impressed me. In any case, as the world is not all "networked" yet, there is still much room for overall expansion. I still think generally this mega-trend is their friend, but products do get more commodity-like which is bad for profit margins. Maybe chart watching is not such a bad idea on timing investments in this sector. FWIW, I presently do not own any network stocks.
I really do not mind at all discussing a little off-topics and individual stocks (in context) here, if we just can avoid getting bogged down in "religious fights", please. After all, this board is about investing and investment ideas, isn't it?
Thomas |
