HPQ

SHORT ON TDC ON SENSELESS RUMOR FOR A SHORT TERM TRADE

We are short on Teradata (TDC) from $31.55. The stock has been running up on the rumor Mark Hurd will be named CEO of the company. Hurd was  CEO of NCR before he was picked by Hewlett-Packard Company. TDC, a data warehousing vendor, was spun off from NCR. None of

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ADDITIONAL BUY ON $BRCD (BROCADE).

In the aftermath of $COMS (3COM) by $HPQ (Hewlett Packard), $BRCD is trading lower in the after market. The reason for this down draft is that some people speculated that $HPQ would buy $BRCD. There are plenty of other strategic buyers for $BRCD. We are adding to the existing $BRCD

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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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