What are your favorites now besides...
Don't have a lot of favorites outside of chip sector. It's been pounded lately, so I like:
ALTR, AMAT, XLNX, LSCC, PSFT (software), maybe NVLS, COMS, TLAB. Then, the big four is now obvious: MSFT, DELL, INTC, CSCO. Only CSCO hasn't pulled back...
...would still love to short ASND for about two weeks, but hype (i.e. nefarious upgrades, mergermania, etc.) is keeping me on the sidelines...
And I got a big tip from my buddy Tim who says PKGP is "going to the moon." <grin> Of course, he said ASND would see 50 this week. Homey don't play 50, and you can quote Homey on that... |
