kotis Portfolio 1
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Created by kotis
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Date updated:12-19-2007
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-
BA
Boeing Co. (the) - $45.07
- 0.00%
- $48.63
order book is full, rebound
-
NT
Nortel Networks C - $1.76
- 0.00%
- $1.98
stupid accounting woes... but poised to report excellent results, could be a turn around story. 3G looks like it may get over run by 4G deployments. Nortel has skipped UMTS, and is focused on 4G.
-
CMVT
Cmvt - $0.00
- N/A
- $N/A
accounting issues rebound, in services and apps
-
AAPL
Apple Inc - $104.08
- -5.60%
- $116.38
will be the buzz in iPhone ipod is a question mark.. hard to determine whether they can maintain this, or replace it with iphone, but there are more phone users than ipoders... I question their offer into IPTV, they will leverage the iPod base, but not the set top space which own position... IMO they should swallow Tivo $600M and leverage the shelf space and brand. imagine being able to remotely down load iTV UI to a Tivo box and charge a $150 upgrade fee on Series2 and Series3 boxes...
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CIEN
Ciena Corp - $8.25
- -2.48%
- $8.99
backbone is full
-
LUV
Southwest Airline - $12.32
- 0.00%
- $13.01
more hedge than the industry... not sure if priced in for 2008
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