So....who are your top five or ten picks to be added?
Usual suspects and best three choices
EXDS, NTAP, WFII
Long shots
AKAM, AAPL, JNPR, Calient, ALA, Q, COHR, SPLI, Toshiba, VRTS, MCDT
Potential Deletions
WCOM
Long shots to be deleted
CNXT, CUBE
Briefing.com is reporting WFII is running up on people speculating that it will be added.
13:24 ET Wireless Facilities (WFII) 63 3/16 +4 1/16 (+6.9%): Seeing rally in shares of independent provider of outsourced services for the wireless communications industry amid speculation company will be highlighted in the next Gilder report.
WFII has done this runup the last three times before a new issue comes out so the conspiracy theory of leaks is proven to be dead.
EXDS recent alliance with EMC and STOR make it a strong candidate also.
NTAP was so well written about in the "The End of Storage" issue that it overshadowed the STOR addition. Using a reference price of $85 for 7/31/00 doesn't hurt either.
I will not participate in the monthly hunt. It much more fun to watch. Picking and missing can be hazardous to the portfolio.
Jack |
