Friday, April 30, 2010

Random Stuff

OCLR's strength is good for FNSR, which has stalled out after a 5 bagger off its lows. On a multi-year chart this name is still in a low trading range and that Optimum merger is just getting better.....

WFR's report was way better than the stock reaction, but that has been the way of the quarter. As for the quarter, I predicted that we would not see the blanket sell the news reaction of last quarter, and that has played out roughly correct. However, it's interesting to note what sorts of reports are causing more strength. And they have been all over the board. In some cases fairly benign reports have generated huge upside, AKAM a case in point. I've seen that stock fall on reports better than they just had.

V is lower today and I hope it goes under $90, so I can get into the name.

SIGM is a sleeper chip name that may awaken. The former flyer has fallen on hard times on competitive concerns. That can happen when BRCM is playing in your yard. However, I'm getting an inkling on this name, as a huge market for disruptive change is the world of set top boxes.....

1 comment:

向霖 said...

生命是一頓豐富的宴席,有人卻寧可挨餓..............................