25% of my portfolio will be put into this arena, probably over the next few months. The growth in this area has not even stratched the surface, in my view. Most likely, I will buy 5 names, each will represent 5% of my portfolio. I have been discussing this for a while but I believe these names could run like tech did in 1998. The mobile internet arena has Annual Growth Rates of 100%+ and revenues of these baby revenues are only like $100-300m and can grow 50% YoY in my opinion. If I don't buy 5 names I might buy 3 names: 10%, 10%, 5%. Below is a watchlist of some of the players:
VRGY , CAVM, OVTI, COMS, JNPR, ARUN, SMSI, BRCD, RAX, BGC, CTV, SDXC, EQIX, XXIA, CSCO, NVDA, SNDK, CRNT, PRKR, S, NTCT, CLWR, NETL, CELL, SMSC, NVEC, SVR, ALVR, MOT, NOK, STM, QCOM, TXN, MRVL, ARMH, AKAM, LLNW, ANAD, TQNT, MVIS, BRCM, ATHR, TSYS, LVLT, ERIC, ALU, SWKS, RFMD, SYNA, TKLC, PALM, RIMM, AAPL, CY, ATML, STAR, CIEN, ADTN
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