JV H3C - bidding done. COMS owns all of JV and IMO did not overpay. COMS paid about 2 times forward Rev's which is very cheap considering the growth rate and the values being assigned to names like APKT, ALLT and RVBD. 11/29/06 - Buying some more at $4 and will add under $3.75 as well if the shares get that cheap. Think your buying core COMS at around $1.50 @ $4. That just seems way to cheap, esp. given that core COMS is growing Rev's.

12/13/06 - Going to add to this but waiting for CIEN call. ADCT responded well as did JDSU to their last muted EPS call.

1/12/07 -- we won't for sure until there is an iPhone tear-down but many folks speculating on what MRVL will have in device. If it's more than just WiFi chip then MRVL will get a large boost. If not, then RIMM business and more Xscale wins should more than justify purchase from INTC. Meanwhile, core business segments are positioned for solid growth in storage, switching, controllers & WiFi.

3/23/07 -- sold BRKS. Replaced with BEAS. Stock is very cheap with multiple catalysts going forward. Got beat up on fairly inline qtr. TA's quickly improving and a move through $13.50 would have staying power to mid-high teens.

Simply too many catalysts going forward and price cheap enough to not own some shares at current levels. Stock could rise 20% and still be quite reasonable. If they stay under $30 for more than another qtr. I think they get taken out.

3/23/07 -- similar to ISRG but newer IPO and very high growth. I like it for spec. play and as emerging growth story. Emerging growth stories should do very well for next 1-3 years as growth outperforms value for the upcoming cycle.

IMO, safest way to play Dem. driven alt energy thesis while getting nice tech. comglomerate exposure for an industrial value price. Filtration business will be a much bigger win for them than currently expected. Amazing IP portfolio as well.

Bought substantially lower after the missed qtr. before most recent. Would add on a 10% pullback, holding at current levels though I feel they are one of single best plays on growing build-out of data centers, enterprise storage and back door play on internet infrastructure growth. Similar thesis to AKAM & EQIX but selling much cheaper. 12/2/2006 -- we got our 10% pullback plus a little more. Good place to increase or start positions. I continue to feel RACK is one of best growth plays for continuation of multi-year build of internet, data center, enterprise storage and broadband growth.