Wednesday, September 27, 2006

 

Position Updates: VSTH

The weakness in VSTH is attributed to their contract with Myspace.com expiring on 9/30.

I believe Myspace represents more than 30% of their revenues.

Although I love VSTH and consider them a mini AKAM, I am getting a bit nervous on the news blackout, regarding Myspace.

On the flipside, if the contract gets renewed, the stock should spike.

Comments:
Sorry to barge in, on your VSTH talk, just wanted to say I brought the OCT 41 QQQQ Puts for .85...I dunno like in your rack I think its time to think earnings and what they have to say..? What Do you Think. they have 21 days to ride up and down....likly the latter(lol)
 
RACK will trade momentum until earnings.

If you think the market goes lower, so will RACK.

I like the QQQQ puts.
 
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