The Black Box

[wahz]

thanks D.

Qcom, goog, if akam e are ok, akam, pmcs was fine, jnpr, sncr has been acting better but e are still coming, others that you mentioned.

I feel like i am forgetting some biggies. Is cien really going to miss? it acts like it but jnpr did to and it didn't.

ge, wfc.

Is csco really not going to be ok??? really at these prices? i am having trouble believing it isn't higher by year end even if it drops after e.

Hlit hasn't had e come out. I doubt they miss. i would expect higher prices within a year even if there is some disappointment

But qcom. Holy smokes. qcom. take s many positions as you want in qcom. nok probably gave them a 1.5 to 3 billion up front payment

id short the uso

rimm? I don't know. i think nok and qcom are going to be teaming up to respond agressively in the smart phone market within a year. Aapl is probably an ok entry here. But you can count on qcom above anyone to be shareholder friendly