GLW is a bore, overpriced
sure they are in all the right stuff
but they are huge already
they are 2nd or 3rd to the table
they lose out to Nortel, Uniphase, SDL, Lucent
up 11 is nobiggee on 320 price
imagine being up 1 on a 32 price?
yawn
check out my little Alpha Industries (AHAA)
semiconductors for wireless, and new lines in broadband interconnect junk
solid breakout after basing
up 4 today, up 3 yday, now at 47
I bought at 40 on Monday
you wanna a nice run, buy Foundry (FDRY) or Ditech (DITC)
each has based nicely, retested base, ready to run
Foundry is gigabit switching & routers
Ditech is fiberopt connective interfaces
DITC is now in 50's down from 140 spring high
wanna a sleeper with big gains coming?
try AdvMicroDevice (AMD)
plenty of crumbs piled on floor left behind by Intel
I expect AHAA, FDRY, AMD each to provide 50% by yearend
the biggest gains have been and will continue to be in the midcaps and larger smallcaps
e.g. Lightpath (LPTH) is up 90% in two weeks
by yearend I might be able to liquidate my entire life savings, and buy a new full-sized BMW
/ JW |
