I agree...the field is narrowing ever earnings reporting period. I've getting a very good distilled sense of who the consistent chippie winners are, the thoroughbreds, so to speak.
PMCS and AMCC are clearly at the top.
TXCC is a close second, and should be getting more respect because it is doing absolutely fantastic.
TQNT is a rock steady performer, and a strong re-investment candidate.
I am waiting for reports on KOPN and KEM. I think KOPN got ancillary shrapnel from CNXT, which is unfortunate as their business future is really CyberDisplay. Once management address this next week in the earnings report, the stock will move back up without missing a beat, IMHO.
I like KEM, but as I mentioned on the KEM thread tonight, someone bought over 2000 August 30 puts. We'll have to watch this carefully.
I've long since dropped: CNXT, GNSS, GALT. I dropped HELX today.
In the optical space, my winners are:
NT for optical equipment/optical switching (less for components)
JDSU/SDLI for components
SCMR for up and coming gorilla
GLW (don't own it...yet). |
