================The LIST================
Tom:
Great start. I've added EMLX, WIND, NVLS, INSP & IMNX. At some point I think we need to all pick, rank and enter entry / exit targets and decide if we should delete some.
**Fiber Optic Components: GLW, JDSU, MRVC, NUFO, STLW, FNSR
**Fixed Wireless CAMP
**Mobile Wireless QCOM, nok, INKT
**Network Infrastructure CSCO, JNPR, CHKP, RBAK, INKT, EFNT, SCMR, NT
**Storage EMC, NTAP
**SAN/FC BRCD, QLGC, EMLX
**Flash Memory SNDK, SSTI
**Semiconductors -Network Infrastructure/Optical PMCS, BRCM, AMCC, LSI
-Wireless RFMD, AHAA, TQNT, ANAD, VTSS
-General ALTR, XLNX, ADI, TXN
**Semi Equipment KLAC, AMAT, NVLS
**Software ORCL, WIND
-B2B CMRC, ARBA, ITWO,
-B2Bi WEBM, TIBX, BEAS, VITR, SEBL
-Security ENTU, RSAS, VRSN
**Biotech/Genomics PEB, MLNM, HGSI, AFFX, IMNX
**Precious Metals NEM, ABX, GOLD, AU, SWC, PAAS <g>
(I am just cut-n-pasting additions as I think of them, John, Mike, Tim, please feel free to do the same. Add categories or refine categories as you see fit). |