looking back today...JNPR held up well, with QCOM...
but seemed to be hearing the them
saying alot of money
was going with the TeleCo's and Net
Infrastructure....they are established
and in the most solid position to leverage
the most value from the money flowing
presently into the net and further growth
...*ASIA* a good choice
today, and aside from QCOM & JNPR, one of the few to
hold up and remain in the green. So back to
"wireless", telecoms,Fibre, infra~structure...not
a great time to be in dotcoms, and highend software...
until friday where bargain hunting may resume
**what a time to be coming out of lock-ups:
clic,vshp,iwov,bbsw,plrx,jptr,ilum,estm....to name a few..
Guess the best stocks to be in ,
are those who help you to
"reach out and touch some one"...(at giga-byte speeds!)
now to spend a little time with
the rolling stones & "Gimmie shelter"
(and maybe some Robert Palmer)
:-)
mars |
