Wednesday, January 17, 2007

 

Position Updates: HANS, MVIS

HANS is most definitely on fire. Regrettably, I sold the bulk of my position last week-- because I wanted to "lock in" the gain. However, I still hold 6,000 shares and if my servant/trader even thinks about selling it-- I will smash a case of Khaos over his head. It goes higher.

I hear there is no chance of a surprise MVIS secondary or any sort of dilutive financing. The company has ample cash. Not to worry, the stock looks great.

Comments:
Broker, any dice roll on ONT?
 
FWI--I bought some at 1.18 this morning. Looks like a good speculative(!) one. I like Think Equity guys. Worth some DD, and a small position.
 
So Broker, you're not concerned about the special meeting being held tomorrow at MVIS?
 
I will add to my portfolio with MVIS on any pullback today, (85%MVIS,15%CD) I think this is diversified.
 
"So Broker, you're not concerned about the special meeting being held tomorrow at MVIS?"

Quit poking in the wind-- piker.
 
Thanks Broker A- MVIS is holding up well today in the storm created by the rest of the dick smacks selling.
 
SMOD is getting hit. Good thing I sold 1/2. MVIS is building next base.

Any thoughts on AAPL before earnings tomorrow? So far, down $1.50, probably because of INTC and RACK.
 
I believe AAPL reports after the maket close today. Just about everybody says they are going to hold through earnings. I would go the other way just to be contrarian.
 
I hope aapl pulls a rackable after the close.
 
Gio, SMOD is pricing a secondary tonight
 
SMOD 14M share Secondary priced@12.50, increased size by 1.5m. that has a tendency to weigh on the stock the following day
 
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