Garrett Van Wagoner of Van Wagoner Emerging Growth interviewed by BusinessWeek.com (ARBA, IWOV, NTRO, CORV, STOR, SCMR, CIEN, JDSU, CPWY, SNCI, SCRM, FLRE)
Still bullish on ARBA at current levels- $116 a share
IWOV still likes it at $65 a share
NTRO still a buy at $54
Part of CORV IPO, bought more in aftermarket
Buying STOR in low 100s
Optical stocks other than CORV he owns includes SCMR, CIEN, JDSU HealthCare and Biotech Picks: adding CPWY, SNCI
Recent IPOs: Thinks SCRM, FLRE may have promise. May add to his positions. |