it seems GPS on phones will soon become mainstreem. so much for privacy. my co-workerʻs play on it included GRMN, which was shot down. But SIRF on the other hand blew earnings...and is still undervalued I.M.O.
FSLR is still kicking butt, i have STP stock instead.
Some imply MSFT, INTC, DELL are insulated to FED volitility, being catagorized in the slow flyer group. MSFT continues to live off its monopoly if u ask me. I think DELL is now out of the woods. so, as much as i hate them, i may give them a play. INTC was a favorite of mine, if AMD continues to have problems in price/performance vs INTC then who else is gonna stop them?
Consistently I keep reading that AAPL is well-liked. Itʻs guidance seems to have brought in stability and a sort of protection from sliding as quickly as my other holdings: VMW, RIMM, BIDU or GOOG. In that case, I may very well drop these guys and go AAPL... rumors abound of a stock split. I donʻt think itʻs necessary, but who cares, since itʻll drive it up...
Economic data continues to pour out this week. I hope the FEDʻs cut will stem any bad news going forward.
Wednesday, October 31, 2007
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