Monday, March 22, 2010

Tech Stuff And Maybe A Bank...

I like the action in AMAT; Very cheap, as the solar biz has held these shares back.

RMBS should provide a little more exiting action this week. I'm still amazed that a near billion dollar deal from Samsung hasn't boosted the price more of late.....

AKAM was downgraded and is selling off a bit. This should be tempting me more in the $29's.

 I'm moving closer to a BAC purchase again but am really nervous about the upcoming FASB meetings and feel that is the biggest looming threat to the bull run by far......

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