Hey, gig, here's the thing, the better you understand the tech, and the competition's tech, the better your chances of being able to tell if we are under, over or fairly valued.
Just judging from his posts on tech, FJ seems to understand the above elements at least as well as anyone on this board and is light years ahead of most of us. He may be wrong, but he's got a better chance of being right on his assessment than 99% of the rest of us.
OK, maybe with a minor deduction for bias. LOL