Ahhhh! A chance to reenter and indicate that I've finally caught up. Gawd, you guys talk a lot! Don't any of you have jobs?!?! Oh, yeah, I forgot, you don't anymore... :0)
Lindy, just a thought on your choices:
you have both EMC and NTAP in there, which would give you double exposure to storage (redundant) and would track similarly with each other. OTOH, you don't have much exposure to the ultrahot B2B sector. I would therefore suggest replacing EMC (the slower storage name) with, oh, say, ITWO (or perhaps SEBL), to give you a broader coverage of interesting sectors. A few months ago I would have said SEBL, no question, but it's kind of stalled a bit; ITWO, meanwhile--which I got in thanks to BB, Tef, and pala over on the godzilla thread--has been going like a house on fire...
FWIW, my holdings now are (in size order) QCOM (with LEAPS), GMST (with calls), ITXC, JDSU, ITWO, SEBL, NTAP, and CREE.
bubbleboy/Ares@canwetalkQthisweek?.com |
