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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