Vision: For the most part, I agree with your prediction and statements. The big question long term is, over the next 5 years, will JDSUs, GLWs, NTs, etc. ever reach similar levels from a year ago. Not many disagree that there isn't a lot of growth in these areas .... the question is how much?
I am betting on the move of optical stocks as I have positions in ARXX, JDSU, NT, CORV, as well as positions in ORCL, SUNW, and EXDS. There aren't a lot of other techs that I really want, EMC is next on my list. Starting to look at other sectors that aren't beaten down and aren't tech.
Issues like OXHP, F, PFE, GE, GPS, HD, WMT, etc.
J |
