This part of my life is called "Obsessed with Economics"

Watching the dot com bubble burst in slow motion is revealing a shift in investor interest and consumer interest.  Mobile devices have had an overall negative effect on PC companies stuck in the traditional personal software and boxed computer per consumer plan.  Microsoft and its minions Dell and HP produce software and hardware for the consumer to buy off the shelf to run in their home.  As many businesses begin the shift to the more cost-effective cloud computing, Google takes the lead in offering the most widely used cloud computing services and is releasing an OS in June which basically runs a barebone chrome browser.  Sounds like a giant cellphone to me, I won't be buying one... but... who knows.  Dell and HP are building similar services but I'm afraid they might be a little too late to overtake the monster perfectionist Google if the service line takes off.

I like HP, always have.  HP's stock price has plummeted since Q1 of 2010.  Their recent quarterly report has investors pretty disappointed.  But I like HP, and I think it's going to be a strong buy this year once the price hits support.  They have stayed in the game when so many others have not.  While they may never break into a decent share of the cloud-computing market, I have a feeling HP's shining moment is when it goes back to its roots - developing state of the art hardware.  HP has been working on memristors for a while now, and recent reports show that they are making huge strides in design feasability and, from what  I can tell, design robustness.  The memristor is not a marketed product.  A memristor is a fundamental passive electrical component.  It is classed with it siblings the resistor, capacitor, and inductor.  The memristor will open up completely new technologies.  HPs focus is in applying its titanium dioxide memristors to replace all types of transistor computer memory.  Memristors also have been shown to have logic functions which could replace traditional transistors in CPUs. HP and its buddy Hynix will soon be barking up Intel's tree.  I can't wait.  Poor kids just keep shoving in more cores.

Basic research drive this country.  Nothing could be more basic than learning how to produce a fundamental component of electrical engineering. I'll be doing technicals on HP from now on to see when to get in.  But I'm getting in.  And I'm riding the memristor success trend to the top.  Hell I may even short Dell and Intel for good measure.