Buying now and waiting for the holiday shoppers: Hardware, Software and Internet Media (AMD, IACI, INTC)
Semi conductors, software and hardware manufacturers nearly always do poorly in the summer. That when I like to buy them. Today I did some shopping as these stocks continued to underperform the overall market. I say just wait until Winter:1. The market wakes up and remembers that online holiday shopping will kick in (good for hardware and media)2. Focus on Microsoft's new operating system will come back (pent up demand from computer buys waiting for the new operating system will spur computer demand - and even if it doesn't the market will still talk up the hardware.