randall....
I agree on the DELL news. DELL is one of the few tech companies doing well in this economy, but that is because of heavy cost cutting and taking market share away from its competitors in almost every area. While that is good for DELL, it is bad news for its competitors, as every other bit of information from both sellers and manufacturers shows that the overall sector is still weakening, not getting better.
Other than the DELL report, which is being greeted with far too much optimism, there has been no good news for this market, and I expect more of the same. I believe the rally will be over quickly, with a return to the downside.
mlsoft