OT - CIEN, INTC
OT - CIEN, INTC - Ciena has a chance to break out, given that it
hit $45 today. Tempting to sell some calls, but my gut feel is that
they just keep performing well, in terms of
earnings, from here. Not sure INTC deserves the run it's had of
late - too much real competition around them, and they're quite
behind on their die shrink. I probably ought to
lighten up prior to earnings, but I may just start praying
instead.
Intuitive Surgical has been all over the map from $430's to
$590. I believe in them as a long-term hold company.
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