Monday, March 1, 2010

Fantastic Action in the Small to Mid Cap Networking Space

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While everyone is focused on Cisco Systems (CSCO) when it comes to "networking"


... there is fantastic action happening in the small to mid size networking space - a few of these we own, a few I wish I had pulled the trigger on earlier.  Most are extremely extended on the chart but I could of said that a week ago (indeed I did) and they keep running.  Obviously HAL9000 likes this space lately.....

Juniper Networks (JNPR)


F5 Networks (FFIV)


Riverdbed Technology (RVBD)


Netlogic (NETL)


TriQuint Semiconductor (TQNT) [ok technically not a 'networking' play]


And for those of you who were around about a decade ago... our old friend JDS Uniphase (JDSU) aka the stock every cab driver and barber in America once owned, is looking all 1999 again. Wow.


I am not sure how much longer these can run, since they are not even within a whiff of their 20 day moving averages anymore... but it is impressive action.

Long F5 Networks, TriQuint Semiconductor in fund, no personal position


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