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Where to put new Technology money?

Posted on 3/25/13 at 2:35 pm
Posted by ynlvr
Rocket City
Member since Feb 2009
4608 posts
Posted on 3/25/13 at 2:35 pm
I have a technology hole in my portfolio and I am looking for good candidates to add spice core holdings. My mutual funds are already peppered with some of the large caps like APPL, ORCL, GOOG, IBM. I am looking for a little more of a hot money play with a 1-5 year horizon.

I've been in BRCM, GLW & CREE for about a year. Only CREE has done me any real favors. I'm still thinking QCOM should be in my mix though it is likely to be well represented in other holdings.

Any strong opinions or observations on the Tech front?
Posted by Catman88
Baton Rouge, LA
Member since Dec 2004
49125 posts
Posted on 3/25/13 at 2:38 pm to
MSFT is slightly undervalued right now

CSCO is a strong mover with potential to move up more
Posted by LSURussian
Member since Feb 2005
127119 posts
Posted on 3/25/13 at 2:40 pm to
quote:

Any strong opinions or observations on the Tech front?
There was a poster on this board a couple of years ago who believed MVIS was going to be the next AAPL.

Of course that was before MVIS had to issue more stock to its creditors in order to avoid bankruptcy and its stock price went under $2/share.......
This post was edited on 3/25/13 at 4:03 pm
Posted by TigerDeBaiter
Member since Dec 2010
10274 posts
Posted on 3/25/13 at 3:52 pm to
I like MITK, but do your own DD.

They are the tech. behind mobile deposits an have recently moved into the mobile bill pay space.
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