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NEW IDEA ON SAI

August 30, 2012

This post was just published on ZYX Short Sell Change Alert SAI has just announced that it will split into two companies. Stock has run up as high as $14 in the after market on excitement about the split. Market participants seem to forget that most of SAI business comes from the government and the government is likely to be in an austerity mode. Initiating a 20% tranche right here around $13.88. Stock is very volatile, please do not short under $13.70. If the stock has fallen by the time this post reaches you do not short.

APPLE’S PATENT VICTORY HELPS SAMSUNG FLUSH OLD INVENTORY

August 30, 2012

Apple on Friday won a big victory against Samsung Electronics in the Federal Court of the Northern District of California. A jury awarded Apple $1.05 billion in damages and found all seven of Apple’s patents valid and that Samsung infringed on six of them. Apple had not infringed on any of Samsung’s five patents. Apple promptly filed a motion to ban eight Samsung devices. The initial speculation was that the ban decision would be made on September 20, when a hearing is scheduled to consider if the ban on the Galaxy Tab 10.1 should be lifted. For Apple it is extremely important that

PATENT AWARD APPEALS HISTORY SUGGESTS APPLE MAY NOT GET ITS MONEY FROM SAMSUNG

August 29, 2012

Nine jurors in the Federal Court of the Northern District of California, handed Apple a big victory against Samsung, awarding Apple $1.05 billion in damages, finding all seven of Apple’s patents valid, finding Samsung infringed six of Apple’s patents, and finding Apple not to have infringed any of Samsung’s five patents. The previous biggest intellectual property award of the year was handed down on August 1, 2012 in favor of Monsanto (MON) for $1 billion against DuPont (DD), but the history of big patent awards surviving appeals does not bode well for Apple. There have been bigger awards, but they did not survive the

BULLISH OPTION BETS ON GOLD NEAR 4 YEAR HIGH

August 29, 2012

This post was just published on ZYX Short Sell Change Alert Option players are flocking to making bullish bets on gold. Now bullish bets on gold by option players are near a four-year high. BUllish bets at extremes are negative. However, gold has been under the control of momo crowd for less than two years and historical options data during this two-year period is does not provide enough data to draw and firm conclusions. In our analysis historical data on gold options prior to the last two years is useless because control of gold market by the momo crowd has changed

WHY THE BAN APPLE SEEKS ON SAMSUNG DEVICES IS MEANINGLESS

August 27, 2012

After its big win in the patent trial with Samsung in the Federal Court of the Northern District of Southern California, it has been widely expected thatApple (AAPL) would seek a ban on infringing Samsung devices. In a filing, Apple is limiting its request for a ban to eight Samsung devices: Galaxy S II 4G; Galaxy S II (AT&T variant); Galaxy S II Skyrocket; Galaxy S II (T-Mobile Variant); Galaxy S II Epic 4G (Sprint Variant); Galaxy S Showcase; Droid Charge, and the Galaxy Prevail. Anecdotal evidence we have gathered shows that sales of devices other than the Galaxy S II are minuscule. Galaxy S

FIVE WINNERS FROM APPLE’S BILLION-DOLLAR WIN

August 27, 2012

Nine jurors in the Federal Court of the Northern District of Southern California handed Apple Inc. a big victory against Samsung Electronics Co. The jury awarded Apple $1.05 billion in damages, found all seven of Apple’s patents valid, found Samsung infringed six of Apple’s patents, and found Apple to not infringe any of Samsung’s five patents. There are five big winners from this verdict. Apple Apple is obviously the big winner. It is not the $1.05 billion damage award, but the ammunition that the verdict provides Apple to keep its competitors at bay. The verdict will help Apple AAPL strengthen its

WHY I THINK APPLE’S $1 BILLION JURY AWARD MAY REALLY BE WORTH $450 BILLION

August 27, 2012

Nine jurors in the Federal Court of the Northern District of Southern California handedApple a big victory against Samsung on Friday evening. The jury awarded Apple $1.05 billion in damages, found all seven of Apple’s patents valid, found Samsung infringed six of Apple’s patents, and found Apple not to have infringed on any of Samsung’s five patents. Here is how this verdict and award may prove to be worth $450 billion to Apple. Kicking Google In The Teeth This verdict kicks Google’s Android in the teeth. The result will be higher costs for phone manufacturers who use Google Android and some slowdown in

WEEKLY MARKET DIGEST: HOPE IS NEVER A GOOD INVESTMENT STRATEGY

August 24, 2012

(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers.) DURABLE GOODS ORDERS PLUNGE August 24, 2012 Durable Goods Orders ex-transports came at -0.4% compared to consensus of +0.6%. Gold futures are at $1666, silver futures are at $30.39, and oil futures are $95.85. S&P 500 resistance levels are 1400, 1410, and 1415; support levels are 1380, 1368, and 1358. DJIA futures are down 22 points. GOLD SPIKES AGAIN ON CHINA PMI August 23, 2012 China flash HSBC PMI fell to 47.8 in August from a final 49.3 in July.