frs

HP Stands Almost Alone

"I get the impression that yesterday's rally in tech may have been more about being over-sold or about short-covering " ... or maybe big cap tech is very attractively priced for the value it offers right now. Solid growth continues at ORCL, HPQ, CSCO, AAPL, and so on. The situation is much better than the journalists and so-called 'analysts' depict.

Under The Radar News - Wednesday

Cisco' Quite Cutbacks? Bernanke's Private Horror Stories? Where do you get this baloney? Unverified, low impact, innuendo....geez, I'm just wasting my time reading stuff like this. Do you have any real and actionable information to offer? BTW, try to say things accurately - a 'hiring freeze' is not a 'cutback'.

Trend Radar: Emerging Markets

Your bias is showing again. And your analysis of CSCO is sometimes contrary to logical thinking. For example, your concern ('I don't like') that CSCO's increasing headcount is a negative. Geez dude, look at the data will you - last quarter added 2.3% to their headcount and added 19% to Y-over-Y earnings. Wow - a few more salespeople to fuel accelerating growth. With those numbers, I'd suggest CSCO add 2.3% to their headcount every quarter!!!! Concern about emerging market growth rates? Only a moron would pick on the numbers based on that. Focus on the big stuff fella - $25B in cash, monopolistic levels of market share, operating margins that most compnaies would love to have, and generating $600M in free cash EVERY MONTH. Talk about a solid company - what are you thinking?