Tuesday, October 9, 2007

Guess what's coming to town

Alibaba IPO, the chinese storefront for thousands of suppliers. alibaba.com underwritten by at least goldman sachs. More to come on this. I believe it will strike in November.

So VMW is over a hundred, AAPL clost to 170, RIMM over 110. Did you buy any of these when I mentioned them.

I sold EMC and picked up BCSI after it's split. We'll see. I used to be a user of Blue Coat and think the products have an audience.

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