Yet I think there will be new leadership, the problem is where...?
I'm still loaded to the gills with genome and biotechs. Affymetrix, Nanogen, Incyte, Millenium are some you might want to try.
I've got some TIVO. Looks to me like MSFT's 'Ultimate TV' entry into that market will serve to mainstream the PVR technology. Let MSFT spend the big bucks to educate the public, there will still be room for TIVO to compete. I also have some Sirius satellite radio, SIRI, which will be rolling out this year. It's a subscription business model, a bit similar to TIVO's. Love those monthly payments.
I still have a wad of Nextel. When the capital spending is finished this will be a major cash cow. They got beat up this week because their cheapskate business customers are trying to conserve money during this slight ripple in the economy. I say make more phone calls, dammit! You might also take a nibble at XOXO, it's another phone company with good prospects. Both these stocks should follow the business cycle.
Let's see, what else... I've heard some rumors that Motorola will be partnering, with MSFT, in a satellite broadband service that will be aimed at the general public. Pricing should be competitive with DSL, but it's supposed to be way faster than DSL or cable modems. Something to keep an eye on. |
