AFFX is not keeping up with innovations in its field. We expect market share to decline. Short AFFX on bounces in the range of $26 – 30. ILMN is likely to be the beneficiary of AFFX’s lack of focus on innovation. Buy in mid forties. www.thearorareport.com THE ARORA REPORT, Ltd.
Newer technologies are taking hold and Avid will not be the leader. Both market share and margins are likely to come under severe pressure. Short in $ 30’s and become aggressive if the stock mover over $35. Look to cover in teens. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE
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 the rate it needs to stay competitive. The emphasis has shifted to financial engineering