MH: My account shows the split shares - my largest positions currently are QCOM, JDSU, VISX. Am dabbling in JNPR, GMST, - looking at QLGC, TXN (boy did I miss that one - DSP gorilla - may wait for split to occur before stepping in).
OT - Still in RMBS but much lighter. IMO, RMBS is a much further out play due to price concerns of low-end computers being given away vs. high-end machines that will embrace RMBS technology in the immediacy. INTC benefits right away no matter what the price point and selling low-priced computers always outsells high-priced ones. Still don't know whether the benchmarks of RMBS vs. other DRAMs is worth the cost at the present time. Hopefully, RDRAMs will be priced competitively in the future - if not - RMBS will be harder to swallow by the marketplace.
JDSU is a very long term play for me - 5 years at least - sequential growth is nothing short of phenomenal. They will become at least a $30-50 billion company in that time frame and probably even bigger further out. This is one to hold, put away, not look at, don't sell, don't trade, and accumulate more if you've got the cash. A gorilla in fiber optics and on the beginning of an aggressive and accretive buying strategy that will only make them bigger and stronger. This is pure and simple - don't need to do any more homework on this one. They are making serious money - no pie in the sky. Will become the INTC in this space. People who sell will be kicking themselves in a few years and anyone who does and is predicting a top in here should be trading seashells instead. Good luck to you.
jmanvegas |
