Thursday, June 07, 2007

 

Sector Spotlight: Hardware

Apparently, the drought in LA is so bad, the local government has asked its residents to refrain from bathing too much. When I hear shit like that, all I can think about is how "The Fly" will milk the farmer, down to his last penny-- as he sells irrigation systems around the globe. Obviously, I am speaking of LNN.

As you can see, the market has been wired and detonated by the "bear shitters." Unfortunately, market corrections are a necessary evil-- for all bull markets. They flush out the weak hands and reward the intelligent or well connected forms of life-- sort of like real life.

I'll have you know, already, I have consumed 3 "Java Monsters." I'm telling you, as sure as I am throwing this desk lamp at my trader/servant, HANS is going to rip the faces off the "bear shitters."

Thus far, legendary Steve Jobs is doing a splendid job with his ad campaign-- for the iPhone. The stock is on fucking fire and the sentiment is ridiculously bullish. If "The Fly" didn't admire Mr. Jobs, he'd sell AAPL, right now, 10 ways till Sunday.

Within Hardware, RIMM, AAPL, LPL, PALM, CREAF and SYNA have momentum.

Other than that, the oil sector is stable, with gains in CEO, TPL, OMNI and NGS, amongst others.

Also, it's worth noting, NFLX has exploded to the upside on renewed takeover chatter-- with AMZN being the potential suitor. Taking into consideration the amount of blockbuster hits at the box office, either way, NFLX is a terrific buy. Additionally, AMZN "the bear killing machine" never goes down.

Finally, MVIS is looking very good. Being a shareholder for close to a year, I can tell you the stock is behaving differently-- as if there is news on the horizon. It has not given up any of its recent gains and looks and feels like it wants to go higher. Stay long.

Comments:
MVIS...

in an informal survey of 16 & 17 year olds at my daughters birthday party, without exception, all said they would buy a new phone with the PicoP technology.

I have been somewhat skeptical of the adoption rate of PicoP by the consumer, but the younger crowd seem to have no trouble convincing themselves (or daddy) how far they will go to spend on new gadgets.
 
you should publish this in depth research.
 
Sure they want the picop, but will they pay $300 extra to get it? High school kids are broke.

Either way, the projector rocks, and MVIS is going through the fucking roof.
 
Alan highschool kids have fucking parents too with money. How do you think they get everything else they get. What highschool kid would not love to project porn on the walls of his school or at parties.
 
gapping...

"What highschool kid would not love to project porn on the walls of his school or at parties."

..good point on the porn projection. That would apply to male perverts of all ages...MVIS should rock.

More in depth research to follow....
 
Make no mistake about it -- kids have a direct pipeline to their parents' wallets.
 
(this is Alan) I am just saying that sure kids have a $300 Ipod, but a $600 Ipod seems a little unrealistic.

I work technology for a school district and for the most part, high school kids are broke.
 
"high school kids are broke."

Alan--
that's because they spend all their money on gadgets and shit like MVIS is producing.
 
At my HS, tuition was 14k a year. My college has actually saved my parents money (state school). Isn't that kinda retarded?

Point is, at my HS, I was the poor kid, and those mother fuckers have a LOT of money.

I remember losing track of the number of girls, who, on their 16th got a new car, and a BMW or Lexus at that.

Here's a typical story, about a girl friend I had at school, who my other friend told me had a floppy vagina:

Dad mail-order pharmacy company, sells to merck for 6.6 billion. Wow. Continues to race show horses at Del Mar, raking in 10-20mil/yr. for that. Sits on board of HLTH, ceo of WBMD. Tragically common. Oh, 125 acre house in rancho santa fe. That's who went to my HS and let me tell you, MVIS will get bought the fuck up by those fucks.

I not only tried to marry his daughter, I tried to squat on their property with the assumption that who would find me on a 125 acre estate.
 
Broker,

you are right. I will have to compile all this definitive research on the spending habits of the rich and spoiled and publish it. Thank you to all.
 
I've been hugely skeptical of MVIS, mostly because my impression of it was formed prior to Tokman when it was the stinkiest pile of shit ever allowed to trade. I still don't understand why people are desperate to own it in front of all the execution risk that lies ahead, but the tape speaks for itself. It fucking never goes down, even on pissy tapes. Amazing trasnsformation in just a couple of years.
 
Danny,

Incidentally, "floppy vagina" is a great name for a band.

-DT
 
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