Hi Ed,
I think XYLN is basking in the glow of IBM. Just as XYLN suffered when ALA disappointed, it now rebounds with the jump in perceived value of its other big partner. They may pull back some in coming days, but I'm very poor at timing stocks, and with their long term plan intact, and prices way below 52 week highs, I think I'll hold for the time being.
FORE is another story. I think they have returned to lacking direction. They appeared to be pulling things together with award winning high end switches. Then took a fast left turn with this foray into GE.
CSCO and others may not have better products than FORE, but they will eat FORE's lunch with superior marketing, management, and customer confidence.
Half my shares were bought at 15, if it's below that by the end of the year, I'll sell 'em for the tax loss. Otherwise, I'll probably give them another quarter to show that their heads aren't buried in the sand.
OOT- Take a look at DLGC and let me know what you think, either here, via private msg, or on the DLGC thread. I'd be interested in your opinion.
James |
