>>OK uncle, what's next? Besides qcom, what are you thinking??
I'm comatose from all the excitement, OT. I moved into qcom this morning, and my holding are as follows (ranked buy % of portfolio):
aol - csco - msft - dell - qcom
Dell is the only one that hasn't done its job this year, but, though I reduced my position by 60%, I feel they will have an interesting story to tell when they announce earnings in May. It's one of those cases where the company is doing very well, but the stock hasn't reflected it... yet.
I'm pleased with the current line up, and am not actively looking to add a new stock. Oh, one exception; a friend of mine is an exec at Extreme Networks, and they are doing the ipo thing later this week. Since the networking sector is hot and I've heard good things about Extreme's products, I'll try to pick up a little of their offering on the after market.
Frank |
