Warp, I think your list ought to include clrn, tfs, and kopn. In the semi-equip sector, I would add emkr, brks, asyt and mtsn, if brks ever drops again. For more risk and possibly more return, I would go to cdts, sagi and zomx. For lots of risk and "story" stocks; a category you did not include, I would include immr (tactile feedback), vlnc (a better battery if they can just mass produce it), mgi.to (great software but can't ipo in this mrkt and you have to buy them through a broker), pixt (a different display, but once again, they have to be able to mass produce them) and wavc (wireless internet company with good management and non-line of sight product but still ironing out the rough edges and trying to stretch the venture capital.) I wish I could say that I don't own any of them but I can only say that I don't own any of the safer ones.
By the way, where I come from if a man tells you he is stupid, you sure as hell don't argue with him. We consider that a hint to get invited to a poker game. gg. Ed |
