When I look at the red G&K board, I am so glad I am not the "Nets" right now. What a bath ATHM, AOL, and AMAZON have taken this year! NTAP is making a nice move against the market, up over 3% for the day as I write.
We are going through the normal hiccups of summer, with the volatility that we know to expect. I keep looking for clouds on the Horizon, or the thunder of hoof beats, but I really can't see anything coming up that will give us a major downturn. When we get through screaming at Greenspan, I think he will still keep things under control. Money will be a little too tight, but that's the way he runs things.
Tef, I know you love softy, and God knows I have made enough money on it, but the only play I see in it at the moment is "waiting for the DOJ". My guess would be a double, if the DOJ decision looks good, from Sep to Dec. In this market, the stock would certainly be worth it. CSCO should do 50% at the same time, IMO.
I will continue to ride Q, it would be boring if it weren't for the volatility! |
