Sheesh...I like lots of stuff!!!:
LVLT, DISH, RCNC, ICIX, QWST, UNPH, SDLI, EFII, ACTN/TRK/ISCA/RACN, LU & NT & CSCO... pissed that I've missed QCOM, etc...
This VoIP stuff is gunna be hot VERY hot along with VPN's and net security and encryption stuff. Glad to see BRCM got their toe in the water there. Don't get me wrong, BRCM is a great company, I just think it's a little pricey here. One rule I heard a while ago and it makes sense: "never short a company you wouldn't want to own some day"...I guess it makes you see the whole story that way. Of course there is plenty of junk out there that you can bet will be a ZERO some day. |
