tag:blogger.com,1999:blog-2335748440449035592.post7627975352455354351..comments2007-11-20T13:10:18.410-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-86589042916017957372007-11-20T13:10:00.000-05:002007-11-20T13:10:00.000-05:00I do see Vista twice, so I fixed thank - thanks. As for tech, I think people view tech like energy - a large monolith. When there are many flavors within said sector. In energy, there are drillers, oil services, exploration and production, solar, refiners, coal, natural gas, etc. Some actually benefit from lower crude at times i.e. refiners. So to throw it all in a bucket and say energy stinks or is great is misleading. The same with tech. For example video games are a huge part of entertainment and will be the last thing to go. We are also going to a gadget society and apple has everyone's favorite gadgets. Last, some of these like Hewlett Packard, Apple and even RIMM will benefit from adoption from emerging markets. So again tech is a very large field, and 80% of tech I never look at. I have a very narrow scope - very specific networking stocks, and some high growth consumer names. Even with Google I have some fears of advertising slowdowns which I wrote about back in September, due to financial firms issues - but so far they have proven me wrong. So I don't view it as a monolith, we have software, hardware, consumer based, networking, GPS, internet, e-commerce, mobile phone etc - many different areas that make up "tech".TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-79934426622999046502007-11-20T11:41:00.000-05:002007-11-20T11:41:00.000-05:00Hi Mark<BR/><BR/>I'm personally not a big fan of tech and I am of the opinion that it represents the last leg of a bull market. I could be dead wrong but tech is not something that companies like to spend money on and they do so only because of a dire technology change. I suspect that once all this tech buying dies down, tech will get hit really hard again with the likes of 50% pullbacks.<BR/><BR/>Hey Mark,<BR/>I'm sure you are busy but if you get a chance to reply to my previous post I would appreciate it.<BR/><BR/>Thankspikhttp://www.blogger.com/profile/07232392792291613838noreply@blogger.com