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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (41114)1/20/2011 8:07:43 PM
From: Madharry  Read Replies (1) | Respond to of 78758
 
Very happy with the numbers from goog. Im a bit surprised market didnt respond with another 50 point upside move. I expect to see those kinds of upward revaluations soon enough.



To: Paul Senior who wrote (41114)1/23/2011 7:51:10 PM
From: Shane M  Respond to of 78758
 
Paul, I'm on sidelines wrt WDC now too. Tech spending picutre is kindof cloudy, although INTC raised and indicated server spending was going to be solid going forward. It didn't translate to drivemakers though.

There's an argument out there that all of these new phones are going to place huge demands on the cloud - servers, storage, bandwidth - but mkt not convinced yet.


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