Wednesday, March 18, 2009

New and exciting

What's it going to be today?

The futures are down a little as the market might need a breather. Despite the fact that the S&P has risen more than 15% in seven trading days, you can see from the 6-month chart of the S&P 500 that we have not exactly scaled to dizzying heights.


IBM for Sun Micro? IBM has a long history of doing very standard, boring things for large companies. Sun has a history of doing some of that while treating the company's R&D effort like a massive junior high science fair project. It doesn't make a ton of sense to me but since the data center battle is all about IBM vs. HP, I can see the upside.

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