The Black Box

[wahz]

for sons traders this might be good enough...up nearly 50% off the lows as typical...the only fa change since this post is the vonage deal and more strength in Japan where they have a near monopoly. Shocking rboc deals are still in the "hope for" column...of course although i move in and out some I am mainly just adding on any dips
pmcs no longer a disappointement but jnpr and particularly utsi are...i really thought utsi would run really hard this year. we'll see