Friday, November 17, 2006


Fly Buy: SNDK

I bought 1,000 SNDK @ $47.14.

Disclaimer: If you buy SNDK because of this post, you may accidentally, loudly, pass wind in front of someone important-- near term. And, you may lose money to boot.

re: MVIS - I'm thinking it decays a bit as the excited sort realize there may be a slight timelag between press release and product. I'll wait till the vol gets back to around 300-400K. Whatever price it's at then, I'll buy in, and then wait. Reasonable or madman? I want to be the perfect definition of "dip buyer" here ;)

And I think PAS is crumbling, UTSI holders are starting to realize they don't have any strategic alternatives at $9, and they're about to find out that noone wants to buy DSLAMS or softswitches (let alone PAS) from a company who's gone strategic, and I think ATHR is going to miss next quarter in all the mess...
I agree. ATHR and UTSI will have a tough time hitting numbers.

As for MVIS:

My "sources" tell me to buy the dip. So, I tell my trader to do it.

The unwashed public is selling, not smart money.
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DISCLAIMER: This is a personal web site, reflecting the opinions of its author. It is not a production of my employer, and it is unaffiliated with any FINRA broker/dealer. Statements on this site do not represent the views or policies of anyone other than myself. The information on this site is provided for discussion purposes only, and are not investing recommendations. Under no circumstances does this information represent a recommendation to buy or sell securities.