I would vote for TJ Rogers of CY i.e. Cypress semiconductor for President, his site is full of small business and free enterprise philosophy, a must see, if not a must read. And Kudlow for Federal Reserve Chairman, I am hoping that Bush does just this, or at least head of Treasury if O'Neal retires at some point, even SEC, anything, we need Kudlow, you are right, none of this would have happened if Kudlow was running the place, this FOMC/Federal Reserve has only suceeded in destroying $10 Trillion Dollars of liquidity, more than World War 2, in 1 YEAR!!!!!!!!!!
Here is the time frame that appears to be shaping up due to the SLOW Greenspan run Fed....2 years, but it could be sooner, I think within 18 months. i.e. 18 months in, 18 months out. Here is what I just posted on the NTAP site about a CFO magazine article that seems to verify this time frame:
"CFO magazine: 70% IT CapEx budgets is Storage, doubles every 9 months, in 2 yrs 90% networked storage from 10% today, i.e. 9x or 800% increase,
to networked storage instead of direct attached or server drives now, SAN and NAS convergence, 60% see storage growth 25%, but 35% see growth
more than that even in this economic downturn, so when this resting economy recovers, storage will soar even more. Corporate Financial Officer CFO
magazine, "Storage: Data, Data Everywhere" techwatch, June 2001, page 34. cfo.com
Well, NTAP at $20, take 9x that is $180, well above its $152 prior high, as I have predicted previously, this stock will recover not IF but WHEN and this
article indicates a 2 year window for the WHEN. Nice return on investment ROI.
Or calculate it this way, $20 double $40, double $80, double $160.
The figure I like is the 70% of It Capital Expenditure budget spent on storage, according to Steve Duplessie founder of consulting firm Enterprise
Storage Group quoted in the article, that is even bigger, bigger than the growth ever experienced by CSCO or QCOM or IBM or MSFT or any of the
other go-go stocks or recent years previous tech guru stocks. I see NTAP doubling and doubling, and splitting and splitting all the way up and beyond
these highs."
As for PALM, the key here is to maintain market share. Even in a Price War, like all Wars there will be a winner, and none of the other players have the market domination that PALM has, so PALM will clearly win, and all that inventory "DUMPED" in the Price Wars will only lead to creating MORE USERS, and MORE DEMAND, especially for newer higher powered PALM devices. When the Intel XSCALE gigabyte chips, and MOTorola gigabyte and AMD gigabyte and TRanMeTa gigayte chips hit these PALM devices, (currently doing only about 18Mhz, which is a 1000 times the speed increase) then we will see an abrupt end to laptops and desktop USERS of this past historical period in favor of increased PALM device USERS, since this all just creates more CRITICAL MASS which can no longer be ingored by anyone. We will not go back to the past, BACK TO THE FUTURE now.
I am,
Truly your$,
-Crystal Ball |
