Roche’s acquisition of DNA ( Genentech ) shows change of the company’s long practiced successful strategy by the new CEO. This indicates lack of confidence in the prior strategy. The new strategy is in reality integration of autonomous subsidiaries, although Roche does not characterize this way. We believe there will
Traders still have not caught up to slowing growth at VMW. We believe that the earnings report tomorrow will make it obvious that VMW is no longer a hyper growth story. Add to short positions on up spikes over $ 38. Add aggressively if the stock spikes to mid forties
Wall street is underestimating the price pressures in flash memories and overestimating the demand. Further our proprietary indicators show that aggressive money is accumulating Sandisk. These bulls will be trapped and rapidly exit their positions after the earnings report. Build short positions in the $18 to $ 22 band. Cover