If we can crack 50, I think we're going to see a lot of fireworks, including, but not limited to: short covering, momentum buying, anticipatory greed. In the end, however, a person who is long can sit back and think about how much Internet infrastructure still needs to be put in place to support things like real-time video, IP telephony, etc., etc.,. We are just in the horse and buggy phase of the Internet which we all tend to forget (pleased as we all are with our relatively wimpy 56K modems). Unless CSCO becomes the Microsoft of all Internet hardware platforms, ASND will do really well in the future, preferably under the LU mantle.
I am puzzled by djane's inconsistent stance. First he argues the bull case to the extreme, then you find out he is short, then he is gone. I appreciated the information he put out here, but it is surprising how little conviction he had in light of his posts. I suspect he will be back. |
