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Monday, March 05, 2007

Portfolio Change

I sold my position in Broadcom (BRCM) last week. I really did not like any of the action in the semiconductors, especially in a down market. I initiated a position in Akamai Technologies (AKAM). Akamai will be providing online streaming video for CBS during March Madness.

I am also looking at some of the agricultural names such as DBA, ADM, SMG, & DE.

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