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OUR POSITION ADOBE SYSTEMS (ADBE) REPORTS EARNINGS THIS WEEK

June 20, 2011

We are currently long Adobe Systems (ADBE) with an average price of $25.66. We are holding 20% of the full core position size. We have previously taken profits on Adobe Systems with an average price of $28.10. Adobe Systems reports earnings this week. We will hold our position in Adobe Systems through earnings. If the earnings are bad, when Adobe Systems takes a hit, we will add to our position. Those not in the Adobe may use post earnings weakness, if any, to scale in a small position. We will provide

SKYWORKS (SWKS) LOSES APPLE (AAPL) BUSINESS

June 20, 2011

Skyworks (SWKS) makes semiconductors for phones and Wi-Fi. There are reports that Skyworks has lost all 3G business in Apple’s (AAPL) iPhone 5. There are also reports that Skyworks may lose the rest of the business from Apple. ZYX Change Method is close to issuing a short sell signal on Skyworks. When such a signal is issued, it will be reported in real-time on the Real Time Feed of the ZYX Short Sell Change Alert.

RESEARCH IN MOTION (RIMM): THE LOWEST TARGET ON THE STREET

June 20, 2011

Bernstein today put out the lowest target on the street for Research In Motion (RIMM). Their target for Research In Motion is $20.00. For our take on Research In Motion, please see WHAT IS THE TRUE VALUE OF RESEARCH IN MOTION (RIMM)?

ASIA CHECKS: NVIDIA (NVDA), MARVELL (MRVL), QUALCOM (QCOM), LSI (LSI), BROADCOM (BRCM), ALTERA (ALTR), SILICON LAB (SLAB), AND TEXAS INSTRUMENTS (TXN)

June 20, 2011

FBR after its checks from Asia reports that the data from Asia is most positive for Marvell (MRVL), Silicon Lab (SLAB), Qualcom (QCOM), and LSI (LSI). The data is most negative for Nvidia (NVDA). The data is also negative for Broadcom (BRCM), Altera (ALTR), and Texas Instruments (TXN). All of these stocks are on our watch list and we will provide actionable signals in the ZYX Buy Change Alert and the ZYX Short Sell Change Alert.

NEXT SUPPORT ON RESEARCH IN MOTION (RIMM)

June 17, 2011

Research In Motion (RIMM) is now falling out of bed. After Research In Motion traded as high as $29.93, now Research In Motion is at $28.13. The next support for Research In Motion is at $27.56. If there is an actionable signal it will be provided on ZYX Buy Change Alert or ZYX Short Sell Change Alert.

WHAT IS THE TRUE VALUE OF RESEARCH IN MOTION (RIMM)?

June 17, 2011

The chart shows the spectacular fall of Research in Motion (RIMM). There are 46 analysts that follow Research In Motion. With the exception of a couple of them, the analysts have been consistently wrong. What is an investor to do, when a vast majority of analysts are wrong? The answer lies in turning to a new generation method such as our ZYX Change Method. There are four scenarios: Acquisition Scenario Major Restructuring Present Path Leads to Failure Present Path with Major Changes…read more.

NVIDIA (NVDA) LEFT OUT OF GOOGLE (GOOG) PHONE –QUALCOM (QCOM) WINS

June 16, 2011

There are reports the next Google (GOOG) phone will not contain Nvidia (NVDA) chip. It appears that Google is planning to use a chip from Qualcom (QCOM) instead of a chip from Nvidia. This appears to be the reason for break of the support at $17.00 of Nvidia. What to do now? To learn what to do now with Nvidia, Google and Qualcom, please see ZYX Buy Change Alert, or ZYX Short Sell Change Alert.

LOSS AT APPLE (AAPL) IS GAIN AT J.C. PENNY (JCP)

June 14, 2011

The up move in Penney (JCP) stock may be driven by wishful thinking. Johnson was successful, but he was not selling white blouses inside those beautiful Apple (AAPL) stores. Penney does not have differentiated products like Apple. The success of Apple stores is, in part, due to the experience they provide. Providing this experience costs money. Penney does not have the money to generate this kind of experience. Let’s compare the margins. Apple has operating margin of 29.02% and profit margin of 22.36%. In comparison, Penney has operating margin of 4.92% and profit margin of 2.21%. To read the