Dew,
All we have here is "HOPE, we think, we are pretty sure we've seen the bottom" type comments from industry big guys. One more bad or flat qtr and everyone will be going "duhhhh, we saw this coming". Any rally into Mid-End of Jan can be sold again. My stops are in.
Consumers just did a home equity just to stay afloat & Corp spending is getting hacked even more to save cash. There is no tech rebound insight here. Have you see your local want ad section of your Sunday paper? Mine use to be 2x the size of the sports section, now it's 1/2 the size! Size does matter! (gaaaaggggggghhhhh)
(ps, IMHO, GM historics don't matter here, the rules have changed = new ball game)
===>> UAK