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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Archie Meeties who wrote (103938)	2/7/2008 3:40:52 PM
From: bentway	Respond to of 306849

"But look at manufacturing or tech," All the tech plays you gave me have been booted by my T-stops. So, I've done more than look..

To: Archie Meeties who wrote (103938)	2/8/2008 11:22:07 AM
From: John Vosilla	Respond to of 306849

Well Cisco guided a bit lower...many have problems like a Nortel or Motorola that seems to be more company specific and very short term in duration before the next ramp up..semi's have been a diaster of late so time to load up..who'd have thought JDSU and fiber would now be a star..amazing what seven years of a sector wipeout of overbuilding can do (yeah remember the homebuilder survivors in 2012<g>).perhaps Ciena the ultimate safe play with huge upside here? So many techs have really grown sale and earnings from the gogo days and are true value stocks these days