Dan Scovel
Dan Scovel
calling market negative sector stocks
We had all these negative pre-announcements and the stocks aren't going down, and the sector is going up. The market is calling a bottom.
across bigger companies exposure extension fair pc seeing
What we're seeing is an extension of PCs. We're probably going to see those companies with PC exposure get penalized by association with the PC market. That's not necessarily fair across the board, but the bigger the exposure to PCs, I would say the bigger the uncertainty that there won't be a problem.