Replies to post #14505 on The Question and Answer Board (IHUB)

[Bob Zumbrunnen]

Anyone anywhere on the site talking computers and semis as a whole? I think the whole sector is in for tons more blood-letting and the market doesn't know it yet.

When someone like me thinks "No, I don't need an upgrade. My computers are many times faster than I need as it is.", I'm sure lots of people are thinking that, and it spells "deep hurting" on the horizon.

[NorthWesterner]

I'll check it out.

___________________________________________________
Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss

[Mark Marcellus]

The company has 500M in debt (something a good software company should never need, IMO) and has negative earnings. Cash flow from ops popped up a bit this year, but I'm still at a loss as to what makes this attractive vs. other beaten down software stocks such as ORCL or MSFT.

I hate being a gloomy gus, but like NW I'm not seeing much that looks like a bargain. Having said that, I did buy some NOK today. Short term, their business will probably stink, but I think they're a real strong bet for the long term.