Eddie,
MTSN is doing much better (not too good today though). TQNT is another story. I have both to the brim. I feel over 2-3 yrs each will at least double. That is fine with me. Presently I am adding very selectively. Companies which have very good cash and leading edge technology. Examples such as SCMR, ITWO, and then those fallen angels like AMCC, PMCS, TXCC, NUFO, EXFO.
Regarding UAXS and FBCE - I never heard of them. Although, network capacity companies and suppliers are all clobbered (GLW, JDSU, NT, CIEN). I would not go after them as I don't have good feel for the niche play they offer. Note ITWO bought RightWorks from ICGE tonight.
At this point my list is so long I try to make sublists of lists and get focused. I am sorry but I don't have enough brain cells left to analyse any more companies. I already own some risky companies like VITR in B2B and hope it works out. I am still on side regarding ALSC. TQNT has great management and I think it will work out ok in long run.
Thanks again for all your help
semi2000 |
