Hi Chris:
I've just begun to branch out from my "mortally wounded" situations, although not with any great or overwhelming conviction. RMBS has been kind to me and I'll continue to be in and out of that little piglet as there simply isn't any real good news ahead. I also like Globalstar (Iridium 2), DELL, AMAT, ASKJ (which has been extremely delightful in its response to gravity), GTW, IBM, LNUX, XLNX, etc.
No heavy positions yet, but this "in your face Alan" rally sure may turn out to be a nifty place to add.
Not yet ready to tackle MU, INTC, HWP, etc, but later, they will provide even better rides, so they stay in the targeting radar.
Best, Earlie |
