OT: Damn, Dave, my original response, which was written before the message about updating my profile, must have slipped off into the bit bucket. Here, let me try again.
My strongest recommendation for tech stocks, right now, is extreme caution. We are in the midst of a "valuation adjustment" (that's like an attitude adjustment, only more expensive) and the chances of getting burned are too high. At the moment, I'm 70% in high yield, and I may be there for quite a while.
Caveats aside, my two favorites among my current holdings are:
ASYS (Amtech Systems, Inc.)(NASDAQ Small Cap) a small company that I believe to be comfortably profitable. It has products that are useful in making chips and is (I believe) growing.
EPTO (Epitope, Inc.) a company with AIDS-related products, including an oral AIDS-test product. There was a lot of political pressure on the pharmaceutical companies to reduce the price of AIDS-related products at the recent shindig in Africa (which made EPTO more visible than I would prefer), but I think they will do alright.
Neither one of these is setting the world on fire right now, but, hey, they can't all be NUAN, can they?
Fred |
