Wednesday, November 22, 2006
Position Updates: SMDI
Research Notable Mentions II : Jefferies believes that despite the recent rally, upside remains to semiconductor stocks. While estimates and growth expectations post CQ3 earnings season are lower, they think sentiment remains positive driven by continued robust end markets in PCs and Wireless Handsets. Among RF/wireless semiconductor companies, they continue to like TXN, QCOM and RFMD. They continue to be positive on INTC, as co should benefit form a healthy PC market and share gains. They also like ARXX and SMDI as their favorite mid/small-cap ideas.
But if I short it, Citigroup itself will condemn me to heck.
Also shorting SIRF now, long aluminum (check out ACH - better ERS than ERS) and long solar.
What do you think about AAPL at this juncture?
100 by year end? 150 by 2008?
it will never go below 70 again...
copy protection is easily skirted by re-ripping purchased music
Fucking hate MRVL
SiRF sucked 10 years of my life
ACH is better than ERS, but ERS is a better trading stock.
AAPL to 100 by 07' and 150 by mid 07'
The split announcement is anough to push another 10%-15% up
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