Wednesday, February 07, 2007
Sector Spotlight: Networkers
The market looks poised to move higher this morning, as everything but AAPL breaks out. The fact that CSCO had great numbers is huge. Furthermore, I expect the buying bonanza, currently underway at CSCO, will spill over to the rest of the Networkers, such as EQIX, LVLT, TLAB, GLBC and AKAM.
I blew out most of my IVAC position and will likely roll it up to DRS. Just so you know, IVAC supplies parts to DRS for its night vision devices. With earnings right around the corner, I am taking my IVAC diceroll and moving it to DRS.
Also, it's worth noting the weakness in the dollar. Should it continue to suck wind, I expect to see higher Oil/Gold prices.
Finally, I may start adding to my minor LOCM position. The company is so small-- it may just work.
NOTE: The last sentence above is fucktardingly incoherent.
I blew out most of my IVAC position and will likely roll it up to DRS. Just so you know, IVAC supplies parts to DRS for its night vision devices. With earnings right around the corner, I am taking my IVAC diceroll and moving it to DRS.
Also, it's worth noting the weakness in the dollar. Should it continue to suck wind, I expect to see higher Oil/Gold prices.
Finally, I may start adding to my minor LOCM position. The company is so small-- it may just work.
NOTE: The last sentence above is fucktardingly incoherent.
Comments:
<< Home
Even that complete loser RACK got a gap-up out of the CSCO news.
I would dare say that CSCO just saved tech, for this quarter.
Post a Comment
I would dare say that CSCO just saved tech, for this quarter.
<< Home
