Hi Sun,
GERN? I don't hold them.
Although I live in the mecca of Biotechnology (San Diego) I don't play that sector. Must have me confused with some other guru. ;-)
San Diego's other industry has come alive. Wireless Valley is in full swing with QCOM winning the CDMA battle over Ericcson. That has bought a few of stocks to my attention. Anyone have opinions on: NXLK, CNXT, CTV, RTHM, MFNX and GBLX? This is the new Wild Wild West. One or two of these guys are going to be big IMHO.
Sun, FWIW, I'm still holding CMGI, WWWFX, ATHM, INSP, EGRP and DCLK. Pretty much in that order.
You still holding TDFX?
Regards,
Stuart |
