Friday, May 18, 2007
Position Updates: MVIS
MVIS mentioned in Businessweek:
Another hot accessory: a projector screen for phones, due in 2008. Based on a technology created by Microvision, the projector will plug directly into a phone and project color images onto a wall from 3 feet to 4 feet away. Expected to sell for under $300, the gadget could be used to show friends a video clip or to walk clients through a presentation. Says Alexander Tokman, chief executive of Microvision: "The applications for this are truly limitless."Click here for full article.
Comments:
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Fly: I want to short FDX. High fuel prices, inability to add more fuel surcharges, slowing economic growth, well off its 52 week high, etc. should be the basis for a decent short. Do you have an opinion?
Caddy, you should just say "fuck it," and go long. That is how I make the majority of my investment decisions.
# posted by 
: 3:10 PM
: 3:10 PM
I understand Ducati feels "fair value" for FDX is $1.67.
However, due to his lack of balls, he is somewhat neutral.
I'd stay away from FDX. Seems like an ideal private equity target. Do it during the week, not over the weekend.
However, due to his lack of balls, he is somewhat neutral.
I'd stay away from FDX. Seems like an ideal private equity target. Do it during the week, not over the weekend.
mdawsz - truly accurate and inspiring advice. I'm cleverly and rationally analysing things and seeing short opportunities everywhere at this frothy juncture. I'm getting my head handed to me, pretty much on a daily basis, as a result... Too damn smart to say fuckit, go long ;)
Although I insist on a few exceptions. Even Cramer understands now that solar is set for oversupply...
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Although I insist on a few exceptions. Even Cramer understands now that solar is set for oversupply...
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