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Kenya, interesting discussion on techs tonite, on Money Line with Lou Dobbs. Roger Mcnamee was on, and he is a very well respected tech analyst. He reported that there is no reason for concern in the PC sector. This seasonal slow down happens every 1st quarter, as well as the summertime. For some reason the street and investors are prepared for the weak summer months but the March quarter weakness comes as a surprise every year. The PC companies are fine, in his words. He did, however, say that CPQ is a trade stock, whereas DELL and GTW are hold,growth stocks. By trade, he meant CPQ has a good few months and then a bad few months and then repeats. Buy it and sell it. I believe he makes some sense. Howie |
