| LOL...I lied....couldnt help myself<ggg>....added at the lows today.....more ATML stock and 04 $10 Leaps......even added some jdsu...yea, yea...she's dead and bla bla bla....she still has an awesome looking balance sheet, should hopefully be able to weather the storm if it lasts a while and I think has as good a chance of doubling to 13ish alot faster then we will see naz at 4000, dow at 20,000, s&p at 2000.......jdsu may be dead for awhile, but there sure is alot of unlit fiber out there......and jdsu has been very honest in saying "business sucks and we dont know when it will rebound ".....so I think when they say "we have seen a bottom", people will want to own that stock....and at low $6's, I hope the worst is built in.....also added to some fdry...very diverse customer base and product line...lots of industry awards...I think fdry also has ability to double to $13ish before the major comps pull a double.....but then again...I may be at the homeless shelter in a year or two if this crap keeps up and we dont get some upward movement in my beaten and beaten and beaten some more, techy's.......nextel looks interesting to me for several reasons...at a low right now......meanwhile customer base is growing...quickly...they have been rated as having the "most loyal" customers in the industry....everywhere I go, everyday...I see more and more nextel users.... They own the direct connect technology and with their new agreements with motorola and qcom, they will have direct connect worldwide in 2 years...and anybody wanting to offer that service is gonna have to pay royalties to nextel......but I guess the biggest factor I like the stock is the fact that I see with my own eyes...more and more users popping up everywhere, and they all swear by the service.....valuation concerns, but then again, if she grows like she thinks she can, and seems to be doing...debt shouldnt be a problem for long, and they good be a goliath in the wireless world.........anyway....as you can see, I am grabbing some stocks at or close to their lows...they may go lower, but I will be patient with a long term horizon and hope we dont pull a japan and stay cooked goose for 20 years........will look to add to others, but am not adding unless things get back to previous lows, or close to them....... |
