One of the things that has gotten our interest is the fact that Apple only has a couple percentage points of PC market share. Apple doesn't need to do a lot to have meaningful gains. The new operating system clearly ought to help them.
You can always pay a dividend but once you start, it's hard to stop, ... Is paying a dividend in the long-term best interest of tech companies? That question is still up in the air.
People are going to be watching employment reports and other things very closely. It's our expectation that we're going to start seeing some improvement.
There is absolutely some truth in that. To find appealing ideas in tech is very difficult to do.
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