Monday, December 11, 2006
Sector Spotlight: Software
I feel like a broken record, but once again, the market is up and looking great. At this point, the bears just look plain silly, really. They are like those Japanese soldiers on that island-- still fighting WWII like fucktarded asshats. Really.
Today, the Software sector caught my eye, as stocks like ADBE, LNUX, SYMC and VIGN charge ahead. My fav in the sector is ADBE.
Finally, oil is down and everyone is running for the hills, like retreating bitches. I suspect today's dip in oil stocks will prove to be a wise purchase. VLO looks good, but no dip there.
NOTE: My favorite Networker, EQIX, had its price target upped today to $105.
I took some profits in EQIX the other day and purchased a new LCD TV. Being the cheap bastard that I am I installed it myself above the fireplace in my living room. I noticed while shopping for the TV that all the new LCD and plasmas have this new HDMI(High definition multimedia interface). I did a little DD on this and the story seems pretty compelling. The company behind HDMI is Silicon Image ticker SIMG. They from what I understand get all royalties from every TV sold with HDMI. I also found out the PS3,the new blue-ray DVD players,the new media center PCs, and Apples new ITV device all must use this type of connection to get the best resolution or 1080p. I didn't know if you knew about SMIG and just wanted your thoughts.
Thanks for the new TV, and Merry Christmas to you and your family!
Maybe Howard can provide a link.
Howard, where are you?
Matt, I owned SIMG a couple of years ago for a little while because of the same argument. Luckily I sold it higher than it is today, that is one crappy run company. IMO the management is a bunch of clowns.
Here you go fly. All you need to do is embed the show on your site and it will play everyday.
Or just go to archives for the show link.
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