Sir Dabasir...Am I riding this PSUN camel too long again here? ...
I confess that I picked up only one-third of my old position, and am almost ready to bail again... this market makes me nervous.
//OT// I have had some CYMI for quite a while, and picked up more between 9 1/4 and 26 1/2. The expected growth rate on that little nugget should justify any reasonable price--- although, to others, I am suggesting that a buy just ahead of the "summer rally" would be in order :-). Having missed this run from 41 to 50 on VTSS, I need to reestablish that position, and I REALLY want to have some RMBS going into the second half also, as well as re-establishing my positions in NTAP and ELNK. These, and my old favorites, TER, VECO, AMAT, LSI, DPMI will be the core of my tech position for the second half. ((I still hold the positions in VLSI, LTXX, and assorted other stuff, including DO, RIG, ATW, HAL, )) What's big on your "Hot List", O venerable Grand Vizir?
tso |
