Acme Packet (APKT)

[Not_Bill_Oneil]

Just a follow-up...

regarding the comment on NYX and ICE. Just because ICE is stronger here, doesn't mean I'm buying it right now.

I had some stock and calls in ICE last fall and cashed out around the end of the year. Wanted back in during the new year, however, it took off on 1/3/07 and never looked back. Since it never came close to my first bid which was nearer to 100 and never came back to a proper (and safer) buy point closer to it's 50, I've watched it run another 40pts without me.

Just think it's still safer to wait for a better buy setup and not chase it even though it is a leader. Missing runs like that is tough, but, it usually pays to follow your rules, and have all things in your corner. You will always have risk, but, I like having higher odds in my favor. Anyway, still probably going to hold some NYX.

It's late, but, I'm going to try to listen to the entire APKT call tonight still - it acted well today, so I'd like to hear what they said. I also liked a lot of that BRCM call - and think 2008 and 09 is going to be really strong for them - however, going to have to spend a little more time (on both of these calls and some others), to get a better feel how 07 is going to be (for BRCM). Want to see esp. how their "enterprise networking" portion of sales/orders is growing, as well as mobile.

GL tomorrow.