Yes, still got them. I regret not buying more back then.

Very interesting.

I finally bit the bullet and bought some Google.

IBM: Well diversified in the tech sector with Hardware, Services, Software. If you believe that tech has any future then IBM is a play that allows you to dip in all the major divisions of tech. Quite possibly the best brand recognition in tech too. :)

NEOL: Neopharm has a drug and novel method for the treatment of GBM brain tumors in Phase 3 trials, I've been watching the trials and this stock very closely and believe they will take most of the sales away from the Gliadel wafer that Guilford Pharm currently is selling. Plus the method and technology is showing good promise in other methods of cancer treatment. My thesis is around the fact that the GBM tumors that their phase 3 drug treats is for patients that usually have a 6-12 month mortality rate on diagnosis. I think this gives the drug a better shot with FDA approval. In general, I think companies with drugs targeting aggressive terminal illnesses is a good place to be with all the scrutiny around FDA proceedings lately.

NAPS: Teaming with SIRIUS radio to launch a combo satellite radio/mp3 player that will also have capabilities to download mp3's similar to iTunes. Good brand recognition, trading near cash. Microsoft recently backed out of this sector too, maybe they will acquire them..

EVOL: Evolving Systems is in the space of Voice over IP, this is a new area and they are in the biz of phone # management. I believe this is a good area to be in moving forward as the phone biz continues to be transformed by the VoIP market, in the biz and consumer space. They have some big customers signed like Comcast and decent financials (well ok, their financials aren't that great but I think they can resolve this or get acquired by a big telco given the price).

SRVY: I like the sector and its trading well below book. They recently slipped into the red with their financials. I think they can clean up their recent mistakes and return to profitability. I would say this is my value play but my conviction overall in the biz model is lowest.

ATAR: Strong brand, still have some good game development going, the next gen of gaming is right around the corner, this will get acquired or lift with the market if they concentrate on their game development. Solvency is in question so this is a risky play but I think they can get themselves out of their recent financial bind.

COOL: Majesco has such a great portfolio of games and game developers for the handhelds. They're awesome in this space and then they go venture out and try their hand at PS2 game dev and Xbox and spread themselves thin. Recent quarter killed them, look at the charts. There are questions about their solvency, etc. This co will get swapped up by a bigger player (there are more than enough of them out there). Recently cleared some financing (look at the 30% up day this week). Biggest question on everyones minds is not whether they make good games but whether they have the $ to survive. Read the recent news headlines to see what is going on. I think this is a higher risk investment but I don't believe they will bail in bankruptcy proceedings on shareholders (this seems to be the biggest worry on shareholder minds lately). Just take a look at Midway Games (MWY) and compare them to COOL, it isn't an apple for apple comparison but you will at least get a sense of the value here.


PFE: Well capitalized in the pharma space, they have so much competition and crappy leadership. The leadership prob needs to be straightened out but this is just one hated company on wall street right now. I think averaging into this position will pay off.

As for timeframe, never have a timeframe, if things change with the biz then it may be time to buy more or sell.

JMHO, I would do your own due dilligence. :)

Why?? And how long would you hold them?