Thursday, November 29, 2007
Saturday, November 17, 2007
Tuesday, October 16, 2007
Harmonic in the News -- (HLIT)
Thursday, September 27, 2007
Latest Minyanville.com post -- AMZN (Amazon)
http://www.minyanville.com/articles/index.php?a=14250
As the article states, I prefer GOOG, YHOO & EBAY currently to AMZN on a relative value basis. For internet retailing specifically I think EBAY offers a better blend of valuation and financial engineering opportunity.
As stated, I think YHOO is quite undervalued and the Alibaba IPO could be a prime catalyst to move the shares higher.
While I'm still quite bullish on tech longer term I've reduced exposure this week and will look to reload exposure if we get some early October weakness through the preannouncement period.
Position in GOOG YHOO
Tuesday, September 25, 2007
Past Minyan Post on YHOO
Throwing this slightly older post as I believe it's as the Alibaba chatter is heating up.
http://www.minyanville.com/articles/YHOO-IRF-CTXS-Alibaba-AAPL/index/a/13656
Position in YHOO AAPL
Monday, September 24, 2007
Link to GLW article on Minyanville.com
Bendable Fiber May Lead To Corning's Breakout
GLW has reaffirmed numbers to the high end of guidance for the qtr. With multiple catalysts coming in 2008 the current targets by analysts may well prove conservative.
Position in GLW
Sunday, September 23, 2007
Link to my most recent article on Minyanville.com -- HLIT CIEN FNSR APKT mentioned
HLIT and other Bandwidth Stocks
Position in APKT CIEN FNSR HLIT
