How to Bet on Tech Without Losing Your Shirt

by Michael Shulman  
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The problem today is there is nothing new -- except Dell (DELL) personal computers pre-loaded with the previous generation of Windows XP.

Just look at the chart below to see how weak IT spending has been this quarter.

And the future looks even darker. As you can see, the results shown below are worse than we registered after 9/11.

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