QCOM was down yesterday on its COO Sanjay Jha leaving to become co-CEO of Motorola. Contrary to market reaction, we see the development as positive for QCOM. This will deepen the relationship between QCOM and ...
BUY TO COVER AFFX,WFR,KEY,ANAD,GE,SNDK,IBN,MOT
Using our methodology, all of our short positions with the exception of VMW, AMLN and RHBBY should have been covered by now. If not fully scaled out yet, we suggest aggressively covering AFFX, WFR, KEY, ...
SHORT MOT ( MOTOROLA )
There is a big change at MOT that investors are not understanding and thus there is a unique opportunity for us. The fundamental driver of MOT's business is ever accelerating innovation.MOT has stopped innovating at ...
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