3COM
SPECULATION ON $NTGR (NETGEAR) IS BASED ON LACK OF UNDERSTANDING OF INTELLECTUAL PROPERTY
November 12, 2009
In the aftermath of the acquisition of $COMS (3Com), $NTGR (Netgear) is running. The buyers of $NTGR apparently have only superficial knowledge of $NTGR and $COMS. There are vast differences in the intellectual property of the two companies. We can not see $NTGR acquisition providing strategic advantage to any major technology player.
All of the ZYX Change Method screens with the exception of Funds Flow Screen are showing a short sell. If the Funds Flow Screen turns negative, short sell $NTGR.
BUY ON $BRCD (BROCADE)
November 12, 2009
In the aftermath of $HPQ buying $COMS (3Com), speculative money is coming out of $BRCD. Further, this morning there are several broker downgrades. We will take advantage of this downdraft and slowly scale in more buys if the stock falls further.
ADDITIONAL BUY ON $BRCD (BROCADE).
November 11, 2009
In the aftermath of $COMS (3COM) by $HPQ (Hewlett Packard), $BRCD is trading lower in the after market. The reason for this down draft is that some people speculated that $HPQ would buy $BRCD.
There are plenty of other strategic buyers for $BRCD. We are adding to the existing $BRCD position right here at $8.63.
