Jon,...FO's...thans for your thoughts...I wondered why you were somewhat noncommital on my previous FO posts...that's what I love about this new forum, so far...we can discuss opinions from different levels, without getting slammed, at least I hope...I'm tired of RB...so, glad to be here...
...anyway, regarding the FO's...you and I research differently...you're the FA type...I'm more TA...I can understand your position regarding the FAs on FO's, but, I can't understand your TA position...here is what I'm getting at...I'm more of a momentum player(which should technically fit in with your playing of "events")...but, I disagree with your FA position on "last mile" of FO's....that's a DSL play, IMO...I really don't think FO's(CSCO,JNPR,CIEN,NUFO,JDSU etc) are focusing on that "last mile" yet, or am I wrong?...if so, I stand corrected..but, perhaps you're confusing FO's with DSL/cable etc.?...anyway, I disagree with the richness of the FO's....take a look at the charts Jon, they've been decimated....and, just now starting to rebound...for the past week...strong TA...to include some upgrades...here is what I'm saying...on a TA play, the FO's have been a great play for a week now(I didn't pick that up as an FA play)...serious money has been made...and the secondary FO's(NUFO etc) have just taken off...so, the question is...does the run continue?...who knows?...I think for tomorrow morning...yes...and possibly later into the week(Wednesday?)...jeez, who knows?.....but, for now, I'm happy to be on the winning side of this run...will relook AAPL in the morning...good night...
Ed |
