Gorcon, it's late for day picks. Some short-mid term picks ...>
Data mining inet: software - DCLK; hardware - WAVX ; GMSTF(whoa baby!)
Tele/Datacom: NOKA, ERICY, LU, VARL(on the chain!!)
QWST
Power minimization: POWI (great name); APCC(lesser)
ECM's: CLS (relative there, helps for industry), others have moved a
lot
Semi's:
Equip - SVGI excellent value, know the inside
Analogs - ADI, ____
Networks - GALTF, ____, UNPH
All round chip: ISSI
Wireless: RIM.to (too bad if u don;t have an acct in Canada), ARTT
Health: AXP.to (too bad if no acct on Canada), CALY (be careful - insurers to slow), AVEI (too late)
Optics: CREE (wheeee!)
Fiber optics: JDS.to (too bad this will give CIEN a run and ETEK in USA); Crosskeys CKY.to services telecoms around the world; TTV
Flat panels: Wed.to (hey and they make the new Euro coins!!!!)
Euro2K/Y2K : VIAS, MKX.to
Inet auction: BII.to (site is bid.com - way undervalued!!!)
Search engines: CALP (wait until January!); ____
E-commerce relatively undiscovered: ___, ___
Database: COGNF instead of ORCL; commoditized business; IFXM; HUMCF could surprise and if it does in a big way, stock will soar as so many shorts out there)
Thin client: software - CTXS; hardware - NCDI
Security: ENTU, SCUR, CHKPF(but don;t get screwed if they dump again on their brothers and sisters in America); SDTI (5-6 months ago at 23/24 Advest said it would be at 35 in a month - way to go Advest - thank God I didn't buy it), IDX
VoIP: RSLCF
Regional Bank - whicj one is affilaited with the Drexel (university) family ? Hmmm seems good value
I watch about 3 or 4 times these stocks. PM me if want others or have Q's. |
