my "fave four" are all 2nt tier, one of them is down from warnings (efnt) the other 3 have done very well "idti mslv elnt", not sure about good entries at this point, dont like to buy them after big spikes, need to wait for down day, also could accumulate some asia--leading chinese internet, wto is coming, they just went profitable, have cash, beaten down, but have to have patience with that one, fdry is another one that should recover in january
keyn is great play on e-commerce infrastructure, beaten down with e-commerce woes, but they do a lot of e-commerce work for non-dot-coms and they have over $12 a share in cash
just signed major deal with ge, so you know they are a world class company, as always do you own dd, yada,yada,yada
hope that helps |
