Chuck, the Q simply amplifies the Naz moves, they lead down much faster than the Naz (like JNPR from $40 to under $10 in the June/September period) and lead up much faster as well (again, JNPR tripling in the late September to November period). Leaders in actually making new recovery highs, will, IMTO, be companies that are not as well known, the like of TTIL, CDWC, GNSS, NVDA, WDFC, CCRD, OAKT, HDTV, a fallen hero like ADPT, some bio-pharma like CNCT, ISIP, maybe DCAI, BREL, NSTK and possibly even VVUS (highly speculative, and I don't like management's habit to over hype...), and some ol favorites like QLTI, TARO, IMCL, IDPH, MLNM and possibly (after a nice retracement) BLUD.
Zeev |
