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.
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.
Comments:
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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 ;)
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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...
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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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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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