Audience: Is this a good time to buy Yahoo (NASDAQ:YHOO) or Dell Computer (NASDAQ: DELL)? If not, when is a good time?
Dave Jones: YHOO is probably going to be a leader, one of the new emerging media companies. I'd like to own the stock, and personally will start to average in if we get a correction. Dell is a bit more problematic, since their internal systems are relatively weak and they could potentially have problems managing their growth. But both stocks will continue to be perceived as leaders, so barring an operational disaster or what "feels" like a major bear market, I'd buy both on a correction. Mind you, I'd average in, not take a full position right away.