Friday, June 08, 2007

 

Sector Spotlight: Networkers

Limelight is coming public today, under the ticker LLNW. I've been waiting for Limelight to come public and kick AKAM's ass-- for a long time. Click here for past Limelight commentary.

Anyway, I will not chase stocks today. However, I will buy LLNW. Long term, I feel LLNW will be a terrific stock to own.

Thus far, on the back of NSM's great numbers, tech stocks are leading the charge higher. Naturally, the bear fuckers will try to derail the rally, with their fucktarded short sales. In my opinion, the tone of today's trading will be etched in stone, by 10:30.

With LLNW coming public, keep a close eye on the Networkers. So far, INFN, AKAM, OPXT, SDXC, SVVS and CIEN have decent momentum.

In short, I do not trust the market and prefer it to go down another 500 points, so that I can resume killing short sellers or kicking down old people down empty elevator shafts (as you know, old people are the short sellers).

As of right now, I will not add to existing positions. Fuck HANS, ARWR, CORS and the rest of the God forsaken stocks that lose me money, over the past week ("The Fly" has little patience for under performance).

All I need is MVIS.

Comments:
MVIS going higher than balls on a giraffe.
 
Be careful about kicking old people down elevator shafts. One may sneak up behind you and trip you down an elevator shaft with a walking stick. Or you could be walking to Dunkin Donuts and an old person may run you over with one of those motorized wheelchairs.....
 
Fly,

Does this mean you're out of HANS and ARWR?
 
No way.

Still long. I'm just venting.
 
I was ready to push Fly down an empty elevator shaft this morning after ARWR's bullshit. Then I realised, he is not to blame, old people are. I should have bought MVIS anyways.
 
June 22nd, the Russel 2000 reshuffles. Look for ARWR to be added.
 
The HANS decline this morning looked suspect at best with mostly small lots crossing the tape.

I was concerned ARWR might dip for a couple days when my broker called me Wednesday afternoon to let me know that the margin requirement for ARWR was raised by 15%. I'm not margining ARWR, but I knew those weak, over-extended souls would sell out, momentarily putting downward pressure on the stock.

We'll know if the margin clerks are done selling this afternoon.
 
Who's the clearing agent?

Every clearing firm has different requirements.
 
waiting for 13-g.
 
How long do you have to file a 13G? 1mos?
 
Heads up on LLNW.
http://gigaom.com/2006/07/11/akamai-sues-limelight-networks/

Everything else looks great about the company.
 
"Who's the clearing agent?"

This discount broker is a self-clearing firm.

They're the same firm that has an helicopter that "The Fly" would like to shoot down with an RPG.
 
Maybe that Scottrade fucker will get lost somewhere in Falluja.
 
wtf - i mean the what the fucktarded fuhhhck ... the fucking bitching and moaning on ARWR is like baby wipes on a cold day ... suck it up !!!

look ARWR is channel surfing ... it is at the bottom of a rising channel, which started in May. and, we have an overall soft market performance ... go get a juice box you wimps.

Fly is right ARWR is a longer hold. And honestly if it holds support at 6.50 then baby the time to buy is fucking now.

I have to agree with Fly's disposition that "jeese it is down 30 cents - oh nooo" is fucking asshat bullshit. If you want to take advantage of Fly's ideas - then use his positional plays and use technical trading principals - and if you dont understand what i speak - then go fuck yourself and go read some other fucking board and go polish chrome spokes with your sandpaper tongue.
 
Micro--

I may have to "hire" you for a weekend blogging skit.
 
LLNW ripping
 
Goldman gets to mark up their LLNW investment and take down a nice payday from the underwriting fees.

They seem to be catching on pretty fast how to make money in the capital markets work. I'm pretty confident they'll get the hang of it real soon.
 
This comment has been removed by the author.
 
ARWR getting pounded harder than my ex.
 
new--

Fuck off.
 
NEW needs to fuck an ant
 
No one mentions the huge didgital camera market potencial...say ala slide shows.
 
I'm a fucktard for failing to short the fucker 2 minutes before close like I normally do. Fly convinced me to buy. For that -- I want to push him out the back of an airplane without a shute.

Will buy more before the 22nd. In the meantime, it's time to blaze and drink some poor man's wine.
 
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