Ack! I went away for a second and lost my note, I think. Anyway, Andrew, apologies for not responding sooner. I, too, averaged down on PRIA, but not as much as I would like. A "day trade" with MRVC turned into a "short term" (hopefully) investment. Nothing wrong with MRVC; lots of European/Israeli exposure; not too much Asian exposure (may not be good, long term); all the analysts give it a strong thumbs up...it should move back up a couple or three points this week.
Question: You mentioned that you are still counting on picking up some sub-12 IDTI. Do you still think it will fall back to that level. If Acer or some such OEM signs up, as some on the IDT thread think, won't it move up quickly? Your thoughts are very highly regarded here; don't know about elsewhere, but here they are.
Be careful re: CIG, they're a fad, IMHO.
Have a good week,
John |
