Jester,

Me too! I'm not going anywhere. And although Rod and I engaged in  'fraternal warfare' years ago, I have to give him kudos for the site - very well produced.

Lt cap, I'm assuming your numbers relate to NOK buyback, yes? I had forgotten that program was ongoing thru Dec. 30th - and might account for the steady rise - altho other names in the sector seem to be doing alright.

I optioned out all my CIEN position, because I knew that ITM (which it was) would give me a small but tidy profit. Might think about again taking a position at some point. 

But I've been watching CSCO, and had been kicking myself for not buying it earlier this year, when it was in the low 20's. It seems to have carved a 'niche' aroung $30 or so, and the dividend is a handsome 3.X . I don't know a whole lot about their business prospects, although one of their forays is into the cyber security space. I'm still thinking about taking a position.

What has me *really* kicking myself is when I saw NVDA at around $22, just a bit over a year ago, I thought their prospects looked good and I've owned them on and off for the last 15 years. Then I saw them at $44, figuring I'd missed the boat. Then at $60. Then, a totally blowout quarter, and currently trading at $104. I've been in it before when it tripled in a short period of time. And VR/new apps and business looks like a really good sector to me, so I can't say it's had its run. Intel has announced some big buck $ for VR, and someone has to supply the graphics power, and I think the trend for the sector has to be growth. Their last jump to a 14nm process has been phenomenal - new cards the blow away previous graphics cards at a lower price. The largest question I have is AMD's soon-to-be-expanded products (story on CES said AMD claims to have added 200 improvements or features to their upcoming card architecture), is whether they can finally be competitive with NVDA for market share. They've promised a number of times to do this in the past, but have never achieved it. I think they fail again this time, but I need to know more about their newest cards when they're released.