Well ya big dumbie,
Now let's see, first we let an 8 bagger roll over into a 97% loss, but 'faith don't fail me now', it turns into a 6000% gain from the bottom and a none-too-shabby 1200% gain from purchase, all the while avoiding transaction costs and taxes. Do you realize how little your broker and IRS agent respect you for that act? :)) Thanks for sharing that one. I now see that we don't need to be concerned about the entry point. :) So let me say that AMCC, PMCS, JNPR, RBAK, and SCMR are all things that seem bound for greatness. If I weren't such a cussed fool, I'd just buy that basket today and not think about the market for 5 years. It'd sure be a lot easier (and probably more profitable) than the games playing, timing tweaking tradin' I'm a foolin' with now.
And I fully concur on the NAS/SAN potential. Thus EMC, BRCD and NTAP would top my list, followed by ??? Any ideas? George Gilder seems to like PRCM and STOR. He's right sometimes, y'know.
Nice chattin' wid ya. And oh BTW, I gave up on cigars a coupla decades ago. FWIW and YMMV. ;~)
Ray |