Monday, June 29, 2009

Market Outlook and Special Watchlist

I will be out of town today for work but should be back at the computer around 11:30ish. If I make any moves in between, I will use my mobile and post here through that. Below is a great watchlist that has all of the 3G, 4G, and Smartphone plays. This will be a big play for years to come due to the very high CAGRs (compounded annual growth rates). Below is list:

VRGY , CAVM, OVTI, COMS, JNPR, ARUN, SMSI, BRCD, RAX, BGC, CTV, SDXC, EQIX, OPWV, 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, ONNN

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