I have the same amount as you, They are all free shares so I am just holding on to them. I haven't heard it was bad, but who really knows. I am hoping that when the last part of this economic recovery hits, companies will start investing in this type of tech.
Just relating to my office, we NEVER invest in anything new unless we positivly need it. and we just had the entire building wired for networking, phones, high speed cable. we are a small company (25 people) and we're spending, so I would guess the larger companies have money to spend too, just waiting to make sure nothing happens to the US and economy keeps going up. Thats my opinion, for whats that worth.