Polycom (PLCM) shares have plunged on weaker than expected guidance. It appears Cisco (CSCO) is doing a better job in the marketplace. Guidance from Polycom is about 10% below consensus expectations and about 15% below whisper numbers. It appears that Cisco and Huawei, a Chinese company
The following post on Whiting Petroleum Corporation (WLL ) was published on ZYX Buy Change Alert on October 17th. Since then Whiting Petroleum has traded as high as $46.00. Whiting Petroleum is similar to the energy company BEXP that is being acquired. Based on the purchase price of
Apple (AAPL ) is falling in the after market on an earnings miss. Key support levels for Apple are $392, $383, $376, and $360. We will be closing following Apple on ZYX Buy Change Alert . ZYX BuyChange Alert is long on Apple from $131. and
VMware (VMW ) as of this writing is at $95.26. For the first time today we are seeing that Smart Money is selling VMware. If and when six screens of the ZYX Change Method are satisfied, we will issue a buy signal on the Real Time Feed of
Crocs, Inc. (CROX) nose-dived after bad earnings. Crocs is a high beta momentum stock. In the near future Crocs is likely to perform with the market if the market does not nose dive. On the other hand in a down market, Crocs can easily lose another 25%.
VMware, Inc. (VMW ) reported earnings yesterday after the close. This morning Goldman upgraded VMware, but Jefferies downgrades VMware. At present, VMware meets only three of the six screens of the ZYX Change Method. This means the risk reward ratio of holding VMware at this junction is
Ice Cream Sandwich is the name of the next generation Android operating system (OS) from Google (GOOG) and is Google’s most ambitious effort in the mobile world to date. An operating system is a group of software programs that manage hardware resources and provide common services for application software.
TriQuint Semiconductor (TQNT) previously lost Apple’s (AAPL) business and is now back in iPhone 4S. However the stock is being over hyped by those who do not understand the technology. One of the TriQuint Semiconductor chips in iPhone is a very low value chip. We caution
Kinder Morgan (KMI) will create the largest natural-gas pipeline system in the U.S. by buying El Paso Corp(EP) in a $38 billion cash, stock and warrant deal that includes $17 billion in debt. The agreement values El Paso at $26.87 a share. We recently bought El Paso at $17.50. It
The stocks covered in this story are AAPL, ARMH, AVGO, OVTI, QCOM, SNE, SWKS, TOSBF.PK, TQNT. Apple (AAPL) has now become one of the largest users of semiconductors. Every time Apple introduces a new product, it pays to understand its impact on semiconductor manufacturers. In the past, such analysis