AAPL

ADOBE SYSTEMS (ADBE): AMAZON (AMZN) SILK BROWSER WILL SUPPORT ADOBE FLASH UNLIKE APPLE (AAPL)

Our position Adobe Systems  (ADBE) has been hurt because certain Apple (AAPL) devices do not support Flash.   Amazon (AMZN) has released its new Silk browser.   Silk supports Flash.   This is good for Adobe.   We will be closely following these three stocks on the ZYX Buy Change

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RESEARCH IN MOTION (RIMM) ON WAY TO $20 (MSFT), (AAPL), (GOOG)

Readers may want to start from my previous article on Research In Motion titled What Is The True Value Of Research In Motion? In the article I described various scenarios for Research In Motion (RIMM). One of the scenarios I described was for Research in Motion to continue on its

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OMNIVISION TECHNOLOGY (OVTI) SLUMPS: AAPLE (AAPL) SONY (SNE) EFFECT

Omnivision (OVTI) reported earnings better than expected, but projections were  a disaster.       Omnivision  sees Q2 EPS 52c-64c  vs. consensus 82c Omnivision sees Q2 revenue $255M-$275M vs. consensus $306.37M . There is speculation that lower projections are the result of losing some Apple (AAPL)    camera business to

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INFORMATION ON ACACIA RESEARCH CORPORATION (ACTG, GOOG, MMI, AAPL)

Acacia Research Corporation (ACTG) is a company that enforces patents.    Acacia Research  has a relationship with MMI.   GOOG is likely to be more aggressive in enforcing patents especially against the likes of AAPL.   If GOOG hires Acacia Research, it will be a windfall for Acacia Research.  

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SKYWORKS (SWKS) LOSES APPLE (AAPL) BUSINESS

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

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

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

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APPLE (AAPL) RUMORED TO BE LOOKING AT OMNIVISION (OVTI)

Apple (AAPL) rumored to be looking at Omnivision’s (OVTI) five megapixel new chip for iPad 3. This morning we made an entry in ZYX Buy Change Alert — Real Time Feed: We are long from $12.50.   Now the stock is at $33.61.   Our target remains $45.   This

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OMNIVISION (OVTI) LOWER ON SONY (SNE) RUMOR

Omnivision (OVTI) is falling out of bed.  Omnivision has traditionally supplied all cameras to Apple (AAPL).  President of Sony (SNE) hinted in an interview that Sony is working on supplying cameras to Apple.  This interview accounts for today’s drop.  Prior to the earnings the stock had also dropped on the

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EASTMAN KODAK (EK) IS A TRADER’S DREAM

On Friday, U.S. International Trade commission reversed the prior ruling of its chief judge and now will hear the case against Apple (AAPL) and Research in Motion (RIMM) for violation of claim 15 of a Kodak patent known as ‘218. Good t opportunities are developing in Apple, Omnivision (OVTI), Nvidia

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APPLE (AAPL) MAY TURN OUT TO BE A BLESSING FOR NVIDIA (NVDA)

We are taking partial profits on our Nvidia (NVDA) short position right here around $20.71.  We will also tighten the stop on the rest of our position. iPad 2 from Apple (AAPL) uses a fast dual core processor with excellent graphics.  This processor, although based  on Arm Holdings (ARMH) design, is custom designed

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