*OT*
good humble carl,
good to see you here talking about FC a little. i see that you have a little qlgc and emlx. i wonder how you invest in those with the lack of such little in earnings. ;-))
i personally feel Ancr still has the best upwards potential over the next year than the others. of course, i am very long them. Brcd was brought public at 19 bucks, opened at around 35 i think and just hasn't stopped until over 100. i have a small number of shares of brcd and personally plan on selling them tomorrow. from what i hear rumor mill wise, ancr might be able to do as well as brcd six months down the road (they have the #1 SAN OEM in SUN) and this gap HAS to close, imo. i know it sounds a bit out there, but i would not be surprised seeing ancr continuing strongly up over the weeks ahead. investing in the market is MUCH different, imho, than it was just a few years ago...seems it rewards "POTENTIAL" revenue with A LOT more aggressiveness than ever and often this carries with it the risks of trying to grab in things without profits yet. A game many don't want to play, and i understand that. but, i don't see the game getting easier anytime soon.
sure, i still love intel and csco.
btw, where do you live in sd? my folks live down in del mar. its so nice down there, i feel uncomfortable. ;-)
cheers,
all imho
pigboy |
