July 30, 2008

SHORT AKAM ( AKAMAI )

Competition has increased in AKAM’s niche and likely to continue to increase. AKAM will continue to lose market share.

After earnings release, the stock is falling. Before the situation is fully recognized, take initial position in after hours right here in high twenties. Short more aggressively on bounces to low thirties or even high twenties if the bounce is with negative money flow.

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July 30, 2008

BUY ERTS ( ELECTRONIC ARTS )

Yesterday ERTS reported lousy earnings and guidance below consensus. As a result, the stock has been hit hard trading as low as $42.50.

A culture change is slowly but surely happening at ERTS. Assuming proper execution, results of the change should start translating into better financial performance in the second half of 2009.

Buy, aggressively if the stock moves in mid to high thirties. Initiate position here.

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July 30, 2008