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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?


To: Kevin Podsiadlik who wrote (574)4/29/2005 5:05:12 PM
From: Bill Wexler  Respond to of 6370
 
This is the "great depression" for a lot of tech. the question becomes who will survive the drought to benefit from the next cycle (end-of-world and apocalypse hysterics notwithstanding).

CNXT is a nice business awash in the blood running in the streets. I think it is still worth buying in the single digits..and waiting.



To: Kevin Podsiadlik who wrote (574)5/3/2005 12:35:15 AM
From: Bill Wexler  Read Replies (1) | Respond to of 6370
 
I had a long conversation with a friend who is also an aggressive contrarian investor who seems to think that an investment SWKS will yield better returns than CNXT when the comm chip cycle turns up. I respect his opinion, so I may pick up SWKS as well. Besides, it seems that my friends and my girlfriend have been doing a much better job at stockpicking lately!



To: Kevin Podsiadlik who wrote (574)5/31/2005 12:17:03 PM
From: Bill Wexler  Read Replies (1) | Respond to of 6370
 
CNXT up 40% and SWKS up 20% from your last mention. Maybe you picked the rock bottom Kevin! :) I'm still holding both and may add here.