HOLD SNDK (SANDISK) LONG POSITION

After the close, Samsung announced $26 cash bid for SNDK. The offer is not contingent on financing.We believe there is a distinct possibility of a competing bod from Toshiba. On the other hand there ...
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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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