Tuesday, October 16, 2007

Bad News to Bear

Oil is mucking up everything.

Only one thing to do. join the party...i'm hesitant as oil fluctuates quickly. based on one report... Oil can go to $100 when using inflation equation related to the 1980's.

I still believe tho that the following will have their day:
-AAPL: forget iPhone for a bit (tho this holiday it will rock). Macs are back, especially laptops. increased marketshare = $. But nothing goes green like MacWorld.
-SNCR: all those new iPhone activations must have benefited them somehow. people are forgetting these guys. who can blame them. China is $$$
-VMW: undisputed leader. some open-source and coorporate competition, but well established. is it priced into the stock already? time will tell
-BRCM: long term very good. even if earnings don't meet, the guidance and new chip will foster interest

It's still a wait and see.

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