August 13, 2007

SHORT AFFX ( AFFYMETRIX ) BUY ILMN (ILLUMINA )

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.

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SHORT AVID ( AVID TECHNOLOGY )

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.

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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 the rate it needs to stay competitive. The emphasis has shifted to financial engineering and non-core competencies — a recipe for a disaster.

The Wall Street loves the stock. To some it is a value play. Others think of this stock as groeth story. Yet another group of investors believes that it is a simple matter of executive changes and restructuring. It is amazing how all these normally divergent groups of investors can justify owning this stock.… Please click here or the title below to read more.

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