Finally

The market has been shaky for the past few days, but it wasn't until today that System HAG wanted to begin buying. 1/4 of the portfolio will go into the following 4 stocks: Sandisk, Etrade, Western Digital, and Arris Group.

Last week, networking equipment makers, especially ones that specialize in fiber cable and digital wireless, made significant market gains. These companies are the ones that have positioned themselves to build out the next-gerneration, higher-bandwidth internet. Cisco Systems, JDS Uniphase, Qualcomm, Corning, etc.

This blog was named "The Bigger Boom" because one of its goals is to track the progress of the next phase of the communication revolution. I see the internet now, compared to the internet we will know 10 years from now, akin to the comparison between radio and television. The transformation is just beginning now, and the result will be an economic boom (as well as an equity market boom) that's even bigger than the one experienced in the late 90's. Hopefully, it will proceed much more orderly.