I have been in and out of MRVL several times in the past two years and have recently added it again to my portfolio as a value play although I dont consider it cheap. There products are ubiquitous when it comes to technology we use in our daily lives.

I purchased GLW at various levels between 12 and 16 /share during 05' as a turnaround play on increasing popularity and decreasing prices of flat panel tv's.

Have been in and out of WLT since 2005 very successfully and have been picking it up at a good clip recently. Total value play and this one is CHEAP.

input/output.....new seismic mapping technology for oil/gas exploration

No Analysis added

GOLD.........

NVDA has been terriffic. purchased originally in early 05 at 27.10 - 27.56 for a cool 51% gain per year at current levels. Will take some off the table going into earnings but will hang on to a large position as they are set to benefit from the Vista launch. Vista's graphical interface requires a sophisticated graphics card and NVDA is the only graphics company with 4 generations of mcp's and gpu's certified by Microsoft to be Vista premium ready.

Its a solar thing, everyone needs some solar exposure ( no pun intended ) with the green revolution coming into full swing. Not to mention its China based. 2fer! I haved owned STP for about 8 months with a cost basis of appx 29 and am still accumulating.