BUY TO COVER AFFX,WFR,KEY,ANAD,GE,SNDK,IBN,MOT
July 27, 2008
Using our methodology, all of our short positions with the exception of VMW, AMLN and RHBBY should have been covered by now. If not fully
Proven Track Record of Most Accurate Analysis
Proven Track Record
of Most Accurate Analysis
Using our methodology, all of our short positions with the exception of VMW, AMLN and RHBBY should have been covered by now. If not fully
Our insight regarding production glitches hit the bull’s eye when the company reported earnings and the stock dropped as much as $15 in the after
Settlement with Nokia is a major change. Going forward, not only there will a be major reduction in ongoing legal costs, but more importantly a
WFR reports earnings after the close today. Our proprietary measurements show that the traders have been aggressive buyers this week and are positioned for bullish
Roche’s acquisition of DNA ( Genentech ) shows change of the company’s long practiced successful strategy by the new CEO. This indicates lack of confidence
Traders still have not caught up to slowing growth at VMW. We believe that the earnings report tomorrow will make it obvious that VMW is
Wall street is underestimating the price pressures in flash memories and overestimating the demand. Further our proprietary indicators show that aggressive money is accumulating Sandisk.
The street seems to underestimate the production hitches WFR is likely to experience due to complexity of the production processes as it expands capacity. Further