The only stock that I like is PCS right now and of course QCOM my top holding, but QCOM has risen so far, I can't recommend it here. I would be a buyer of QCOM in the low 115 range, on the other hand I feel PCS is ready to break out to a new high.. ATHM and AOL are going to do that tit of tat, eating at each other till the broadband issue is clearer. I feel it will take till next year or at least 4 months, two earning reports to should do it, for the investment community to have better handle on landline broadband access but the future is broadband wireless, unless they go pure (fiber to everyone's home) that is.. So if you are thinking longer then your last post, I'd say put together a portfolio concentrated on broadband. The following is what I hold, CSCO, LU, BRCM (I wish BRCM would dip below 100, I'd buy as much as a could if it did and the story was still is intact), ATHM, QCOM, PCS, AOL, and RMBS and DELL. I would like to own QWST, I'm waiting for clearer picture though...
Greg |
