Cary & RtS, re: "Business led economic recovery"
this is it exactly. And if this persists, everything connected to corporate networking should be reexamined in a bullish context..
Stocks like: FDRY, EXTR, FIBR, ETS, MRVC, AVCI, JNPR and of course CSCO
all selling at very low Price/Sales ratios. Now if sales tick up that ratio would be even better...
also storage looks good in such a context. Storage needs are growing any day.. Maxtor, McData, ESAN, JNIC, EMLX, QLGC, ADPT....
And finally don't forget flash and other type of nvRAM... ATML, SSTI, SRAM.OB etc..
best wishes
CROSSY |
