Not a lot of it but enough to show a turn. The next best thing is what you always have to look for in investing in this sector. I am still intrigued by the possibilities that come from wireless and wireless Internet. I don't think technology has even scrtached the surface there. I wear a blackberry.
Some analysts think the technology is easy to replicate because it is just a pager.
But I have been to the plant and their real advantage is their antenna technology. If you buy RIM however in a year you might not be owning RIM but Motorola or Nokia or Quallcom or Nortel. Because I think other companies will see ther value of jumpstarting their own technology by buying a comnpany that is a year or two down the road. But this year I think the answer is more complex and more serious. The secrets you have to know how how to pick the good companies and that is by looking for good fundamentals.