May 10, 2008

SHORT WFR ( MMEC ELECTRONICS )

The street seems to underestimate the production hitches WFR is likely to experience due to complexity of the production processes as it expands capacity. Further the long term challenges from thin film and other technologies are underestimated.

Short on bounces in seventies.

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SHORT KEY (KEY CORP )

Even after the carnage in NCC, the fellow bank KEY has held up remarkably well. Our proprietary indicators and analysis of the similarities in these two banks, it is only a matter of time before KEY tanks.

Short it here and on bounces to $30

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SHORT VMW ( VMWARE )

Hyper growth phase is over, but the market does not seem to recognize it yet.

Short here and add on bounces

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