I was surprised by the disappointing forecast for 2006. I expected 5 percent revenue growth.

Given that and an ongoing Securities and Exchange Commission investigation, we would not add to positions.

We believe both consumers and corporations will have increased data storage needs as the digital world continues to take root. Whether it's portable media players or devices that can archive years worth of emails, data storage hardware has become an essential part of everyday life. As a result, we have favorable recommendations on a number of companies in this area.

In terms of the big picture, it was a fairly positive report.