[New Horizons]
Since everyone will be in cash soon (unless we get a stock bid), perhaps everyone could list their 2-3 favorite plays going forward. Since we are like minded, we could have a virtual portfolio for people to consider. The reasoning behind someone's plug, along with the inherent risks of the stock and a good entry price could be given as well. It should have a 1-3 year time horizon with strong growth potential, and not merely a short term undervalued company. Although bandwidth could be a focal point, it wouldn't have to be limited to this.
Alternatively, we could come up with each category under bandwidth, and name the best 2-3 choices in each. For instance, the categories could include subjects like: cable, satellite, fiber, copper, gigabit ethernet, videoconferencing, bandwidth content, chipmakers, and networkers to start with.
Some companies that were hyped previously, like ANCR and NUKO, are down. Which of these types of depressed companies are the next Amati?
Regards,
Richard |
