[albatross79]

"The lemmings can't be wrong, they're all doing it". I think you're overlooking the incentive structures here.

[bdangubic]

I am certainly not saying that this can’t all come crashing down for the big boys, surely it can. I just am putting a little more weight on them than on people on the internet and doomsdayers hunting for clicks is all

[leetrout]

I just keep thinking about SGI and, to an extent, Sun. Couple missteps and a couple innovations in the commodity direction and it will start having a negative effect.