Wall street is underestimating the price pressures in flash memories and overestimating the demand. Further our proprietary indicators show that…
SHORT WFR ( MMEC ELECTRONICS )
The street seems to underestimate the production hitches WFR is likely to experience due to complexity of the production processes…
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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…
SHORT VMW ( VMWARE )
Hyper growth phase is over, but the market does not seem to recognize it here and add on THE ARORA…
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SHORT GE ( GENERAL ELECTRIC )
We have been watching GE to short due to its massive exposure to the financial sector, but did not push…
BUY USO ( UNITED STATES OIL)
Recent trip to India indicates that investors are underestimating oil demand in Asia. As the reality is recognized, oil may…
SHORT IBN ( ICICI BANK )
Recent trip to India confirms that high inflation expectations are taking hold in the psyche of all important Indian middle…
SHORT ANAD (ANADIGICS )
Assent of this stock stated with a misplaced flattering piece in Barron's. Investors seem to think that ANAD's Gallium Arsenide…
SHORT AFFX ( AFFYMETRIX ) BUY ILMN (ILLUMINA )
AFFX is not keeping up with innovations in its field. We expect market share to AFFX on bounces in the…
SHORT AVID ( AVID TECHNOLOGY )
Newer technologies are taking hold and Avid will not be the leader. Both market share and margins are likely to…
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