The Black Box

[wahz]

Everyone: my bookmarks suddenly jumped ten and so I wondered if I had been discussed somewhere and it seems I have been. And its not at all that it was scathing crticism, but some concerns about the results of the picks here, and the effect therein of anyone "following" me.

I think this is totally and completely justified. Although I was right on many things, perhaps calling the comp targets as well as anyone since the summer 02 low, the picks here have not been good imho, so far. Whats worse is I even had the right idea stressing the communication sector...the ign and bdh have done great.

I can defend that txn, qcom, dgin, manh, vrsn, jdsu, bkhm, afci, novl, jnpr, and hlit have been good or ok or very good. That almost half the list, but these weren't ones I stressed, and there have been very bad blow ups in many of the others.

So there you have it. I deserve the tomatoes believe me..they should have been worse.

Hopefully I will be right in the long run but its hasn't happened yet.