It sure feels like it "on the street." I have peers who typically don't show interest in the stock market that have been throwing the name around and are generally more upbeat about investing. There is a lot of speculative money on board right now, without a doubt.

That said, chip manufacturing seems to be clearly strong. It will be a great decade or more I think. I'm just wary of the retailers. There are so many ways we could change how we interact with computers.