Tom,
first of all, congrats on MWDS. This one is a sure bet and it already broke out of its trading range, from an "uninformed glance" it looks like it's a rollup type of strategy, horizontal integration. Like that, that's the Huyzienga scheme- makes sense and keeps cost down.
On PWAV, I know You view it as a longterm holding, think You mentioned You had it in Your IRA. I mean it's ok but the whole group (SPCT, MPDI, PWAV, AHAA, TQNT, VTSS, RFMD, RFMI, ANAD) got hit especially hard by recent devaluations of SEA currencies.
In fact PWAV was hit without merit. It's just a sentiment induced overreaction. It's coming back into my buying range of $14-16 and I'm playing with the idea of loading up a bunch. Question is only WHEN exactly..
best regards
CROSSY |
