Gary, is it possible you've taken a substantial position on NT? You seem to be more interested in NT these days!
If so, welcome aboard despite our past differences.
Is there a very specialized index funds which track strictly INFRASTRUCTURE plays? (core, edge, access, security, wireless, DSL, etc.).
If there isn't one, we should collectively put one together........such a portfolio maybe a good way to play the upcoming mega-investment into networking infrastructure (just off top of my head, I can think of NT, CSCO, LU, ALA, NOK, ERICY, Redback, JDSU, Corning, Marconi, MOT, Covad, PMC Sierra, Sycamore, Juniper, Corvis, Certicom, Entrust, Verisign, ..........list can go on & on) |
