Baba,

i couldnt agree more with you. but i think you shored up my point. 99% of the market doesnt fully grasp this. FJ does. i agree, based on the tech, our valuation should be higher, and i am limited in my understanding. so lump me into 99%...

but if 99% of the market doesnt grasp the tech side of things, what would they/them/us base our investing strategy on. personally id go with a mix of track record, and future valuation. but if the track record for the past 5 years is swing and miss, swing and miss, swing and miss...sorry ill stop there. any of the future forecasting wouldnt hold much merit to me as an investor. trust issues.

i think i see it from both sides. just trying to see/understand why the market is where it is with us.

still long, still strong, still believe, still way over invested and stil... way under water.

Gig