Mike, I've asked it before here, but never got an answer. How long have you been a DELL bear?
On another topic, you appear to be very bearish on XLNX, I guess owning puts. Be very, very careful here. I own no position in this company, but they are perhaps the best positioned semi company to take advantage of the huge spending the CSCOs, ASNDs, LUs, NTs etc will have to do to build the equipment to equip the internet. Their new Virtex technology is a re-programmable that is replacing the current breed of custom ASICs used in virtually all networking gear.
As an engineer who has designed many ASICs in my career, and who always held my nose in regards to anything programmable, let me say these devices are for real. And this is not commodity stuff like some of the dram, and cpu technology you love to hate. Good luck.
Gary |
