Thursday, July 19, 2007
Sector Spotlight: Networkers
Talk about beating the street consensus: Look at AVCI.
As for me, RS had mixed results. The stock should be bought on dips. Excellent takeover target. And, as you know, VMI knocked the fucking wheel's off the sellers wagon. I'm sure VMI will print $90-$100, sometime this year.
Don't forget, IGNMF (Imagination Technology) is on European fire, rumored to be the graphics chip maker for the iphone. And, I have a new foreign play, Sunplus (no viable U.S. ticker symbol). They are rumored to supply the sensor's for the Nintendo's Wii.
There is a new issue coming out that "The Fly" approves of: NZ. Keep an eye out for it.
As for the networkers:
FFIV caught a $100 price target; and JNPR's good numbers has resulted in a Goldman upgrade. In short, the sector is on fucking fire.
Keep an eye on GLBC, SMDI, LNOP, CLWR, FDRY, BBND, EQIX and SVVS.
Finally, my bullishness for MVIS has been refreshed. For what it's worth, "The Fly" has been reassured, by his single best source, that MVIS will land the ever allusive OEM deal, by summers end. Furthermore, he ("The Fly") has been assured that everything is running on schedule-- and there will be no delays.
So, in my head, the OEM deal is a forgone conclusion. Hence, everyday until then (when the deal is announced) is a fucking gift. Act like it.
great call on VMI. Absolutely spectactular. Youre the first guy that ever made me money on the internet. I thought you were just playing the earnings? Now youre waiting for $90-$100? Stop confusing us fucktard internet leeches.
And would you tell us stupidasses how to buy IGNMF please?
I'm going to kick an old bastard in the nuts in your honor today. Thanks
Crude, veddy nice on EPD. What are you hearing about Concho Resources IPO? I should be able to get an allocation.
Broker, you just plain rock. Now with VMI, I’ve just changed you to my home page period.
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