With a 5 percent discount, I feel safe that at least I won't make a loss.

Dell's problems may take several quarters to work through.

We think that excellent June and September quarter prospects make for good investment opportunities in communications chip stocks.

If you believe the commodity cycle hasn't peaked, then the resources stocks look cheap.

That is because many outsource their tourism services to local tour operators, who have not embraced the idea -- they view us as competing with their bus tours.

We think that communications applications (i.e., wireless handset, ADSL and cable) for DSP and analog chips could help Texas Instruments accelerate top- and bottom-line growth to between 20 percent and 30 percent per year.

When we went to them and told them that we want to do a heritage tour of Hong Kong, a lot of them were very skeptical.