sure like I was to Cien/Jdsu/Scmr/avnx/ etc... lost my shirt
there. But, BRCM/BRCD/PMCS have a long term compelling
risk to reward ratio. Surely, 802.11 is not vaporware, nor
is storage... This market is depressing, sure enough but
every dollar I have still goes into good stocks. Look at
Agilent (A), marvell(MRVL), SEBL, all at compelling values.
Buy good stocks, with some good products, turn of the tube
CNBC for about 1 year, and you will realize some gain.This is fear being overdone.. This is how you make money, when no one is buying at all. I recall in 1998 I picked up
vtss at $12, amcc at $9 etc. No one wanted to buy tech due to the asian contagion.... The rest is history....
Cheers, Immi |
