We're not chasing the really tiny companies that have moved enormous amounts, ... The core companies with meaningful franchises are the places to be. |
Wireless is on fire. I don't see what slows wireless down. |
With all that cash, if they bought software that enhances their services business, that could be an interesting strategy, |
You have had a period near the end of this year, where it looks like a lot of strength was in some of the speculative stuff, in the frothy names, |