Rob- Out of curiosity, what has piqued your interest in BBFW equipment specialists? Is it the tremendous beating they have taken or do you see something on the horizon that apparently the market isn't taking into consideration?
And in response to your questions, why not purchase a complete basket of companies in the field rather than trying to pick the particular winner or two? There are lots to choose from. I would think if you went through the list and picked say the five best candidates for market cap appreciation then, IF AND ONLY IF the BBFW rollouts become real, a rising tide may effect most of your picks positively. Of course assumming investors start valuing the stocks of all types of companies as if they were more than pieces of paper.
Here's a list that I watch: ADAP, ANDW, BRZE, CAMP, CRNT, HYBR, NTRO, PCOM, STXN, VSAT, VYYO, TSE:WIN, and WMUX. And of course their is CSCO and ALA getting into the game. But their BBFW presence is insignificant today as compared to the rest of the company's revenues. HTH. -MikeM(From Florida)
PS If anyone wants to add any BBFW specialists I forgot, please do so. |
