Clearly, it's all about the economy. The consumers are doing their part . Now the business side has to come along, too. That's why today's soft ISM number was so disappointing.
We're at a point where there is some rotation, but I believe it's a very positive development because you're getting broader participation on the economically sensitive sector because, the fear of recession is going away and the deflation fear is gone, ... Business Day.
The PC business isn't going away. It has become more competitive. But International Rectifier is positioned beautifully, with power chips for the laptop marketplace, which is a strong area. It is depressed like all the others in semi, so I'd want to own it.