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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 .

SHORT GE ( GENERAL ELECTRIC )

April 11, 2008

We have been watching GE to short due to its massive exposure to the financial sector, but did not push the trigger due to its long cycle businesses being in great shape. This earning announcement will cause the markets to question GE’ conglomerate structure over the next few months , but then the shares may bounce back at the prospect of break up or massive divestitures. Short on any bounces here in low to mid thirties and cover in mid twenties. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY

BUY USO ( UNITED STATES OIL)

April 4, 2008

Recent trip to India indicates that investors are underestimating oil demand in Asia. As the reality is recognized, oil may spike higher than generally anticipated. Buy right here in eighties. 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 IBN ( ICICI BANK )

March 29, 2008

Recent trip to India confirms that high inflation expectations are taking hold in the psyche of all important Indian middle class. Higher interest rates and increasing defaults on bank loans are inevitable. Indian stock market is kept elevated by dumb foreign money. Dumb foreign Morey keeps on buying Indian banks, whereas smart domestics are selling the banks as they see much higher inflation and interest rates. Short IBN on any bounces to mid forties. As foreign investors start understanding the change in the macro environment, the stock should fall in twenties. It is a volatile stock, so start covering in

SHORT ANAD (ANADIGICS )

August 20, 2007

Assent of this stock stated with a misplaced flattering piece in Barron’s. Investors seem to think that ANAD’s Gallium Arsenide technology is a new big innovation — but these investors are wrong. There is nothing new or magical about this technology that has happened recently. The technology has been around for a while. Start shorting gingerly here and become aggressive if the stock moves into mid twenties or if the money flow becomes consistently negative. ANAD may have good quarters and good newses, but expect the stock to visit mid single digits where it was before Barron’s highly promotional article.

SHORT AFFX ( AFFYMETRIX ) BUY ILMN (ILLUMINA )

August 13, 2007

AFFX is not keeping up with innovations in its field. We expect market share to decline. Short AFFX on bounces in the range of $26 – 30. ILMN is likely to be the beneficiary of AFFX’s lack of focus on innovation. Buy in mid forties. 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 AVID ( AVID TECHNOLOGY )

August 13, 2007

Newer technologies are taking hold and Avid will not be the leader. Both market share and margins are likely to come under severe pressure. Short in $ 30’s and become aggressive if the stock mover over $35. Look to cover in teens. 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 MOT ( MOTOROLA )

August 13, 2007

There is a big change at MOT that investors are not understanding and thus there is a unique opportunity for us. The fundamental driver of MOT’s business is ever accelerating innovation. MOT has stopped innovating at the rate it needs to stay competitive. The emphasis has shifted to financial engineering and non-core competencies — a recipe for a disaster. The Wall Street loves the stock. To some it is a value play. Others think of this stock as groeth story. Yet another group of investors believes that it is a simple matter of executive changes and restructuring. It is amazing