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Technology Stocks : Aviat Networks
AVNW 24.96-4.2%Oct 31 9:30 AM EST
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To: Rob Preuss who wrote (307)9/26/2011 9:30:40 AM
From: The Ox  Read Replies (1) of 312
 
Hi Rob,
I pulled Aviat from my long term portfolio. Just thought you should know. This probably means that the bottom is in and the stock will soar from here!!

I have too many concerns about the way the company has been run and the way that is reflected in their quarterly reporting. I still hope the company is on the right track and is simply riding out the current economic storm clouds.

I will be watching this one but I have been leaning toward larger cap stocks, ones that have performed solidly during the downturn. Also, I have been trying to look at a few bios. While I have mostly picked tiny companies, like Aviat, in the bio sector, I am leaning toward rebuilding/retooling stocks in that area with a similar approach-larger caps that have been outperforming during these tough times.

Best regards,

TO
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