Hi Unq,
I'd be happy to participate in discussions on SEBL and JDSU. I have positions in both solely based on discussion here and my own DD. I plan on increasing my positions in each as I have done well with them.
We also could definitely explore ARBA, SNDK, PMCS, SDLI, HLIT, NTAP, GMST, (to name a few) to much more considerable degree. Where they are in the GG, their competition, are they the leader, etc.
Maybe we should pick a specific area, list and thoroughly discuss the candidates (as to potential gorillas, kings, etc) until those on the thread have the right feel for that group and then proceed to the next group. Otherwise we get a smattering on company A from one area and then comments on company B that's in a completely different area and the whole picture never quite gets presented. Just a thought on my part and it may not be feasible, but I thought I would toss it out.
Joel |
