Fireworks??!!!
My kind of place.
I am looking at a lot of things lately. I think that the optical stocks are good candidates for a quick recovery. Especiallly like GLW, JDSU, AMCC, PMCS.
Like those B2Bs too, CMRC, ARBA, BEAS, TIBX, VITR.
And on the biotechie stuff, I like PEB, HGSI, PDLI, despite what Barrons said.
If we are going to rebound from these levels, I think that semiconductors rebound first, but I think it will be important to pick the right ones.
Oh yeah, and networking, that shit ain't going away any time soon.
Did you see VTSS today...very strong.
And what about wireless????
Time for some irrational exuberance to start the next speculative bubble. But earnings will count this time.
Can I have some cherry koolaid??? |
