*AV* -- My Y2K positions right now are (in order of $$ invested): ALYD, ACLY, PTUS, and CDO. ALYD has been a disappointment since I have been buying down from around $21 and am averaged close to 16.5 (just a quick mental SWAG). All my original shares were dumped except for a few, between 24 to well above 30 so don't feel too bad for me. Even the shares are in the 11 +/- 1 range. I just got a little too greedy and went to the well once too often on ALYD.
Sort of like MOYC. Made a few round trips then climbed aboard at $5 again hoping to see $7 yet one more time. Both MOYC and ALYD will just take some patience and time to get back into the gains I like to take<GGG>.
As far as RDRT goes, I am not too thrilled about the DD sector these days. With numerous projects at some of these companies being delayed, mothballed, or just dropped, I think the road to recovery is going to be slower than I would like to see. Even with the rise in stock prices and unit sales last quarter for the likes of CPQ, DELL, etal., it has not filtered down to the DD guys. Therfore, the APM and RDRT scenario, being one step removed, looks a little bleak. Not to mention further down the road with the likes of INVX and HTCH. As for me, the one who preferred RDRT over APM (Kevin's favorite), I have switched sides and now favor APM for the short term. In this price range, I picked up some shares such that most of my DD exposure is in APM and WDC while minimizing my positions in the other companies mentioned, including QTNM, SEG, INVX, HTCH, RDRT and APM.
WDC is hurting me big time but it is a stock I whined about many months ago for getting out too soon. I promised myself if it ever got back down again to my sell range, I would load up and hold until it goes to its historical highs. Therefore, my buying binge started in the real low 20s and has continued into the mid teens. These have become "vault" shares. I have a note on my wall to place a $30 GTC order as soon as WDC breaks through $25. Talk about your optimism.<GG>
BTW-when it comes to both APM and RDRT please keep in mind that both companies could be big losers if QNTM decides to do their own in-house TFH or MR heads down the road, like SEG does. This would be a blow to the priary supplier and also ripple through relative to competing for the smaller customer base.
Andrew |
