suchemin wrote:
買上證吧...(恕刪)
Cramer wants to hear what Celgene (CELG) management says about approvals, and predicts CELG will be a great stock for 2013. Biogen IDEC (BIIB) had to withdraw a drug, but the stock barely moved. Cramer thinks there is a lot to like about BIIB.
生技股CELG被看好喔!!留意一下
Cramer has been bearish on the optical equipment sector, but it may be time to buy these stocks, especially with the ramp-up in telco spending. A major player in this area is JDS Uniphase (JDSU). When it rose 7,000% between 1997 and 2000 in the dot.com era, Cramer said JDSU stood for "Just Don't Sell Us." After the dot.com bubble popped, JDSU stood for "Just Don't Sue Us." After a few a long lackluster period and the lowest inventory in 3 years, JDSU might be ready to be a major supplier in the "telco arms race," with Verizon (VZ), Sprint (S) and other carriers increasing their budgets. Around 46% of JDSU sales are optical and 40% deal with testing and measurement, a business that is 90% levered to increase in sales. JDSU sells at an average of 22% lower than its competitors. Cramer would buy JDSU ahead of an investor conference in 2 weeks, but would use limit orders
光通元件及測試設備龍頭廠JDSU，這個曾於dot.com泡沫暴漲 7000%，
將受益於"telco arms race"
全球各地電信營運商又重啟開支建設。
JDSU、OCLR昨日逆勢上漲
，買美股還是比較好賺
