Monday, March 1, 2010

Fantastic Action in the Small to Mid Cap Networking Space

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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