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Strategies & Market Trends : The New Economy and its Winners

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To: Rarebird who wrote (26711)	12/29/2005 12:56:33 AM
From: Elroy	Read Replies (1) of 57684

Where have you been Elroy? Well, if you read this thread, I've been pumping VCLK for about two years, and it's done a good job. FFIV looks like its up 20% over the past year finance.yahoo.com not too shabby! I don't really know what they do versus CSCO, so can't really comment on them. I owned one "networking-ish" stock - BCSI - until selling yesterday. They are in the "networking security" space, and have done pretty well. I'm still surprised to hear the average US equity fund is significantly beating the S&P 500 this year. I would have to see the numbers I guess before I'm convinved, and I don't have those numbers. Personally, I'm up somewhere between 25% and 30% in my US personal account. OVTI and VCLK saved me. Anyway, I'm in cash, planning to sit out for a quarter and see what happens in early 2006. Probably indicates a huge rally is coming.....

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