OMNIVISION (OVTI) SLUMPS ON WEAK OUTLOOK ON LOSS OF APPLE (AAPL) BUSINESS TO SONY (SNE)

OmniVision ( OVTI)   is a premier manufacturer of sensors for cameras.   Earlier this month, OmniVision had warned of cut backs in orders from certain key projects.   It has been speculated that the cut back is from Apple (AAPL) in favor of Sony (SNE).   For the January

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MORE EVIDENCE APPLE (AAPL) TO MAKE BILLIONS FROM GOOGLE (GOOG) ANDROID

After the passing of Steve Jobs, investors face uncertainty in shares of Apple (AAPL).   Will the stock next hit $100 or $1,000?   This article is the seventh in a series, ‘œThe Future of Apple,’ designed to give investors appropriate insights on the future of the iconic company. A

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NVIDIA (NVDA) KICKS AMD (AMD) OUT OF APPLE (AAPL)

Nvidia (NVDA)    has kicked out AMD     (AMD )  from Apple  (AAPL)    MacBooks.   Previously AMD had kicked Nvidia out of MacBooks.   It appears that Apple is playing the game to get the best pricing.   There does not seem to be any performance issues with

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WHY I’M BUYING CHEVRON (CVX) AND TRANSOCEAN (RIG) BECAUSE OF THE BRAZILIAN SPILL

Headlines yelled, Big Oil Spill Off Brazil.   Complete with satellite images, reports of cover up by a super major oil giant Chevron (CVX), big police investigation, a rig by Transocean (RIG), and message boards abuzz with a spill bigger than the BP (BP) spill in the Gulf of Mexico,

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INTERDIGITAL (IDCC) PATENTS NOT ATTRACTING HIGH INTEREST

InterDigital (IDCC)  possess  a considerable  amount of intellectual property. When Motorola Mobility (MMI) was bought by Google (GOOG)  , there developed considerable excitement in the market about patents. InterDigital  put itself up for sale. InterDigital  wanted to strike while the iron was hot. Iron has cooled and InterDigital has not

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BLAME THE IMF FOR THE BIG DROP IN GOLD

ETFs  mentioned in this article include GLD, IAU, SLV, DGP, UGL, and AGQ. Gold fell $54 Thursday. Most gurus were expecting gold to go up due to increasing instability in Europe. Spain conducted a dreadful bond auction, in which it was forced to pay 6.975%, just shy of the 7%

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TIME TO TAKE PARTIAL PROFITS ON WESTERN DIGITAL (WDC)

On our Western Digital (WDC) position we are lowering the stops on a 5% tranche to $25.32 and another 5% tranche at $25.36.   Also taking profits on a 15% tranche at $25.20. In these volatile times when we have a quick profit like we have on Western Digital, it

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WESTERN DIGITAL (WDC): REALITY IS BEGINNING TO SET IN

The reality is beginning to set in that yesterday’s move on Western  Digital  (WDC) was excessive.   The news of supply agreement  with SAE Magnetics is positive for the next three months, but after that it should make no difference. EU approval of Hitachi deal was expected so there was

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MORE ON WESTERN DIGITAL

Western Digital (WDC) is in the business of disk drives. The stock has moved up strongly on European Union approving acquisition of Hitachi unit and a supply agreement with SAE Magnetics. None of these developments help the long-term deterioration of the disk drive business. Our plan is to slowly keep

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