sdl apple gbg orange

have read a few comments and it seems that in -07 both were on the spekky side and they had their wild excurtions. gbg now has its prospects defined and the speculative element is diminished sdl (possibly under-valued) could be in the act of repeating the excesses of -07 under the pressure of optimism. optimism is ok but it accompanies the risk of rerating and insufficent suckers

dock