I think that by then, I would rather go after the like of VTSS, TQNT, AMSC and PMCS, the real big beaten down, too much overhead supply, and think that JDSU already had its DCB here. You can add AMD at $22, VSH around $17/$18, and some software stocks like MERQ, EXTR and BEAS a good 10% below todays' close. By then, I might even be looking again at CMRC, ITWO and ARBA. MVIS in the sub $17 area might also be interesting, how far su, I know not. And I may consider even some old favorites like VLNC, RMBS and the SC's.
Zeev
What happened? I just got caught in QLGC at $52 and BRCM at $33.25, a sudden drop I did not expect. I' better watch these, I am ot planning to go to sleep ith them. |
