DELL

Be Prepared To Sell Your Soul If You Use Google

Yes, I admit I use  Google  (GOOG) products. Much has recently been written about the new privacy policy from Google. The discussion in media did not bother me as I thought I would easily deal with privacy issues. Then I, too, received my Dear Google User email. The email starts

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IRRATIONAL EXUBBERANCE ON NVIDIA $NVDA

 Intel Sandy Bridge Processor  Some exuberance on NVIDIA (NVDA) is justified based on the news that Dell  (DELL) will use a NVIDIA core in its phone. We do not argue that this development may be a game changer if NVIDIA can muster design wins with  popular phone manufacturers. But

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CAUTION AGAINST SHORTING SNDK ( SANDISK )

As our readers know, we have been very negative on SNDK and have made money shorting it. Today stock dropped $1.79 following cautious comments by Citi. Citi’s comments today are similar to our concerns provided to you long before Citi. It appears that there was fair amount of short selling

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