Long Term stocks:
Question to anyone -
Looking at a 5 year perspective, I believe that Broadband, Wireless, and Data Storage will be the fastest growing sectors. Based on this belief, I am setting up a long term portfolio for this time frame. I know that this thread is mainly about short term picks - I would just like some opinions on the following:
CSCO
JDSU or ETEK
EMC or NTAP
MOT or NOK
I have done some preliminary analysis, and of course all of these companies are doing incredible in the recent past. When it comes to these top competitors, I am not sure that buying some of each is the right answer. Like everyone, I want to pick the winners.
Also, as far as sectors go, I did not include semi-conductors, software, or B2B mainly because I have less of a feel for these industries. Any insight on this is quite welcome.
Thanks for any response!
Paullie
P.S. An interesting side note on MOT. To date, MOT is the only way I can find to indirectly invest in Teledesic. Regardless of the recent satellite industry problems, I do believe that our wireless future will be based on a combination of satellite and earth based wireless technology. And who can make this work - Bill Gates is a primary investor, Craig McCaw seems to be the brain, MOT owns 26%, and Prince Alwaleed bin Talal reportedly owns 15%. This is just a tiny part of what the future holds for us, and this company has a big time check book and some serious tech heavy hitters on its side. Out of curiosity, assuming MOT owns approx 25% of this company (from my research, the complete Teledesic project will cost between $4-$6 bil.), what would MOT stock holders get in return for a future market cap of about $100 bil. (assuming it eventually goes public) - how does all this work into valuations? Thanks. |
