Just posted that the IT sector is not experiencing as "bad" a downturn as other areas. This seems to be the consensus amoing IT wathces - I believe consumer goods sellers will be impacted, but IT services and software will be OK and get a boost from goiv. spending.
Even IT employment is not seen as being as badly affected as in other sectors, so overall I can't see the downturn affecting quality companies like OKN - at least not to the extent "market" sentiment has shown. Still "the market" is not an intelligent or rational thing...
OKN Price at posting:
62.0¢ Sentiment: LT Buy Disclosure: Held
