John,
I second Michelle's thoughts and Bonnie's call on DSL....I think DSL has the opportunity to be the next big play in telecom/internet connection......ALA seems to fit nicely into this group....it's a behemoth that may move a little slow, but it is solid with minimal downside (high teens) if there is a correction....am thinking of adding that to my portfolio....been watching it, but it seems almost too large to move quickly.....my other thoughts on DSL are NPTA as Bonnie suggested----higher risk because of its size, but potential big winner,,,,,,WSTL and AWRE---am looking at those, too.
TXN is another behemoth that may emerge as a large player in this arena and it's in charge, so the downside is limited, too.
What ya think? i'm full of hot air, again? :-)
Gotta go do some serious work for society....will be back later....
thanks for your thoughts...
mike
PS--another play in UNPH sector is SDLI....sumbitch has flown even more than UNPH lately.....crazy freaking market.....
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