Hey, I'm back...
Whew, what a market!!! As you know DB, I just covered my DELL puts!!
Gotta like that! I was swimming upstream there for a while!
I covered a lot of my shorts and puts today. Used the cash to buy truck loads of MLIN, TLCM, SNDK, and POWI. Of course, you know this 'cause you're on my e-mail list.
DragonBoy, buy POWI now.
RFMD, POWI, and TQNT should show great results. Revs up good, units up good, I am not sure about better profit margins for this old dog if they are shipping GaAs ICs to Ericsson and Nokia as you think. But hey, better volume and revenues are GREAT!
This dog should see over $20 within 6 months, but I think sooner. Of course, more market meltdowns could bring this to below book, which stands at about $10 1/2.
Rex
$11 5/8 |
