welcome back. PWER held up well today, I wish I really knew why. RMBS only met estimates, so is slammed. BRCM beat numbers by several cents.
I am holding BRCD (which I think has Cisco-like potential), BRCM, CTXS (dont ask what I paid for it months ago), EMC, by far my biggest holding, GMST, back strong at the end today, MU, a supply and demand situation, PWER, SDLI, and RMBS.
I am trading YHOO and 1/2 of PWER, and ISLD, which is hurting now.
I am also back on the QCOM bus as of yesterday, a small taste.
What do you think? I still do not know what is so unique about PWER but I will not argue with the stock. |
