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BUY QCOM ( QUALCOM )

July 24, 2008

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 major distraction will be gone. Further , it is logical that in due course NOK ( Nokia ) and QCOM cooperate towards higher per unit wholesale selling price. Since QCOM gets royalties on wholesale prices, this will be a major positive. About half of the revenues are royalties. QCOM also gets license to some of Nokia technology; this will help generate higher revenues in the chip segment of the company. Dip a toe in the

SHORT WFR ( MMEC ELECTRONICS )

July 23, 2008

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 news. American Technology recommended buying this morning prior to earnings. The Wall Street has not caught up to changes happening at WFR — production hitches, higher costs and lower shipments. More than likely, the company’s earning report will be disappointing. Further, it is likely MMEC will lower guidance. Since the street is aggressively positioned on the bullish side, the negative reaction to earnings is likely to be extreme as trapped bulls try to exit. We

SHORT RHHBY ( ROCHE), SHORT AMLN (AMYLIN)

July 21, 2008

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 in the prior strategy. The new strategy is in reality integration of autonomous subsidiaries, although Roche does not characterize this way. We believe there will be a culture shock in the entire organization as we believe there are likely to be more changes to the existing strategies. New strategies may work out in the long run, but will hurt performance in the mid term. We recommend slowly building short positions in the range of $88

SHORT VMW ( VMWARE )

July 21, 2008

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 no longer a hyper growth story. Add to short positions on up spikes over $ 38. Add aggressively if the stock spikes to mid forties prior to earnings. Cover part of the positions in after hours if we are right. We suggest covering 10% of the position under 35, additional 20% under 31 and 20% under 26. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE

SHORT SNDK ( SANDISK )

July 21, 2008

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. These bulls will be trapped and rapidly exit their positions after the earnings report. Build short positions in the $18 to $ 22 band. Cover in the $12 to $14 range after the earnings. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning

SHORT WFR ( MMEC ELECTRONICS )

May 10, 2008

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 the long term challenges from thin film and other technologies are underestimated. Short on bounces in seventies. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized % return per position: 296.77% ………………Check out details

SHORT KEY (KEY CORP )

May 10, 2008

Even after the carnage in NCC, the fellow bank KEY has held up remarkably well. Our proprietary indicators and analysis of the similarities in these two banks, it is only a matter of time before KEY tanks. Short it here and on bounces to $30 www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized % return per position: 296.77%

SHORT VMW ( VMWARE )

May 10, 2008

Hyper growth phase is over, but the market does not seem to recognize it yet. Short here and add on bounces www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized % return per position: 296.77% ………………Check out details .