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To: SouthFloridaGuy who wrote (100455)	1/16/2008 12:05:59 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 306849

he makes some good points but he is opining on a dying technology. What sea otter is telling you that you are ignoring is that we need to see a miss in either AAPL or GOOG or one of the new solar players, and it has to be a real INTC-style miss (where intc reported revenues lower than the midpoint of their own guidance) not just an expectations miss where people are going to be disappointed if aapl doesn't come in with $1.80+. OR, we need to see a large layoff at one of these firms, not just a AAPL/GOOG lays off 400 (because small layoffs like that are used to eliminate deadwood). This intc stuff is no different than all the crappy msft earnings we've had for the past decade, that tech is over at least for now.

To: SouthFloridaGuy who wrote (100455)	1/16/2008 1:21:40 PM
From: Sea Otter	Read Replies (1) \| Respond to of 306849

Interesting post. Mish is always interesting, even when he's wrong ;} What he's overlooking in that analysis, IMHO, is the strong export growth courtesy of our "strong-dollar" policy. This will keep a fire lit under tech for some time, just as it will do for agriculture. Anecdotally, in the private firms that I have a window on, I am indeed seeing numbers soften. But not strongly so. Should this change dramatically then I would be the first out of tech. I don't see it yet however. Time will tell ..