I give you more then Three. Buy now. Old line growth ---> DELL, (DELL is not just a box maker anymore), INTC (INTC is spreading it's wings more and more, their new network chip will be big if they can pull it off), CSCO (THE shovel maker for the internet). Buy on dip QCOM, next gen wireless broadband internet. Buy on DIP, EBAY, YHOO, AMZN play on Christmas online buying, which this year is going to be BIG! Broadband cable, ATHM (needs to have T get out of the way, think long term with this one). Broadband (xDSL) wireland --> buy on dip CMTN. oh yeah must have AOL. I like TXN and their DSP biz too. There is so many, I could go on and on. JNPR if it goes lower, it has gone so high already. NTOP it if get goes below 50. Also , EXDS.
Greg |
