Bought QCOM, NTAP, and SEBL. Sold cc's on some of each. Then indexed the following with equal amounts:
E-Commerce-ARBA,BEAS,IBM,ITWO,ORCL,SEBL,SUNW
Fiber Carriers-GBLX
Networking-CSCO,ELON,EXTR,JNPR,NT,RBAK
Optical-GLW,SDLI
Security-VRSN
Seminconductors-BRCM,CREE,INTC,PMCS,TXN
Storage-BRCD,EMC,NTAP,VRTS
Wireless-NOK,QCOM,PHCM
Misc.-GMST
30 total, so more than most people want to keep track off. I want to make sure I live to be in the market in the long run so I go a bit overboard.
My favorites to end of year for being solid here to then are QCOM, NTAP, and SEBL. |