Chris, You have many of my favorites. MU is an especially attractive one, though Intel looks good, too, given the fact that they are losing market share, are not growing and have to floar phony "internet chip" concepts to make their pie in the sky. I'm not ready on Dell and GTW yet.
IBM may be the biggest loser of the Tech Nuclear Winter.
In financials, gotta love Schwab, even after it has come down. ETrade and Ameritrade are at my too low absolutely level, but still overpriced. I am warming up to Morgan Stanley, but have yet to pull the trigger. Chaste and Citi are still doomed.
I like Mexico Fund on any bounce. Also, Templeton Emerging Growth.
The Sox looks like a layup, but very expensive. QQQ is a better bet for the buck, and the DJX is even better.
I also like to bet against the dollar with Swissies on any bounces. |
