这个星期的OB和KBW，略有斩获。虽然市场看好THRM，但个人看淡，果然跌。

下个星期
看好
ALLT: Broadband optimization, customer list includes a few banks, and other decent companies
HTZ: In the same market, it has the best business model
NMX: like others say, exchange company stock, never a bad choice
看淡
FSLR: so many energe related IPO next week, and too early for solar, energy market not ready for that yet