My Thoughts(Redundant to say IMHO?)
PROBLEM WITH TECH, BESIDES SLOWDOWN, IS THAT PEG RATIO CHANGES DAY TO DAY. ANALYSTS 'WERE PARANOID' ABOUT NOT CALLING FOR HIGHEST PRICE 'NOW PARANOID' ABOUT NOT CALLING THE LOWEST PRICE AND THE SHEEP FOLLOW.
NTAP appears to be strong storage tech at recent botttom. Heard out of the corner of my ear from Carl ____? on CNBC, Thurs. night, that at end of NTAP cc. question asked about new product intro and reply was wait for Monday.
JNPR seems favorite horse in switches, Corvis fav. buyout candidate, but question is at what price/peg
GLW is sold out for a year or two.(capacity constrained.) So a little safety in time of uncertainty. Question wheres bottom? Look at fbce, makes fiber, has guarantedd take or leave contracts. Corp. financing being guaranteed by TYCO. Speculation TYCO will buy them out.