Jon - Just heard that QCOM not only had a good CC, but has made a deal with Hauwei, so your shares may be taken. Profits are good.  When you say APPL is 'locked' for the next 5 years, you are referring to their prospects, yes? Or your plans on holding them? Or both, most likely. Their PE is something I find worrisome, but the market doesn't seem to care about that with most all the tech giants, but momentum seems king at the moment. 

Which brings me to this: I've been watching INFN for a while now, and in the last couple months they've just been on fire with momentum - up another 5% today, which is not unusual. I think I swore them off after some terrible timing on buying and selling them. Anyone know if there's fire there, or just smoke? I'm tempted to try a slice based on the continuing momentum alone.

And my thanks to lt cap who, very long ago I think, spoke of Intuitive Surgical (ISRG) when I inquired about robotic companies.  Currently right near 52 week high of $699, 52 week low $360. Kicking myself a bit for selling 20% on the way up, as a couple of analysts downgraded it on elective procedure concerns, lowering PT to $360 (it was in the $460 range at the time) Stupid analysts. If Covid continues to intensify (as I believe it will), they could get hurt, but as a long-term play, a price correction might be a good buying opp.

Damn that CIEN - has the same momentum as the best of the Nasdaq. $59. Not even close to where I wanted to buy shares back. Growing smaller in the rear view mirror.