re: If we do have another 15% down from here, would you buy only Naz blue chips like QCOM, JDSU, INTC, or would you consider some more speculative plays?
GOD 15% down. I hope so as long as my stocks don't fall.<gg> If INTC feel 15% I would be all over it.
It depends on the state of the market and how fast that happen. I would tend to go with the leaders, but sure some of the smaller stocks with good stories will come back. Right now I'm betting on BIO, since I feel the net promise has been priced into the stocks already. We have seen the shake out in the B2C we are seeing the shake out in B2B, and we have seen the promise come back to reality for all of them. That's why I have been saying that we are entering into a different market. No wonder it's wrenching, after the frenzy we just been though last few years. Only one major theme hasn't changed, the massive infrastructure build out hasn't even come close to peaking. So it's optical, network, wireless, and bio for me. QCOM, JDSU, CSCO, LHSP, PDLI, and DELL and AOL, BLDP my pet stock, <g>. I beginning to wonder about BRCM it's so weak acting.
Greg |
