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What about diversification? You've got emc and ntap, both good companies with good future growth potential, but they are both in the same business. I'll just keep ntap. Then you've got cisco, jdsu both in the fiber optic and networking. And you've got nok and ericsson.

How about adding a biotech company eg amgn to the list? An energy related company, eg ene or slb. You got the idea?

Just my two pennies.
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