April 6th, 2006

Tidbits

SanDisk raises flash prices? In the chip world, price hikes are definitely out of the ordinary and should be a good sign.

In fact, this is more like it. LCD panels selling below cost.

I may be the only person in the world who is a long-term owner of both LGF and SBUX.

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One Comment on “Tidbits”

  1. LCD Oversupply? Never! - Stock Market Beat - Our beat is the stock market. Our job is to beat it.

    […] For (and on) the record, we were negative going back to April 6, 2006. And unlike iSuppli, we are not expecting prices to stabilize by the end of the second quarter 2007. The author may hold a position in the securities discussed. The author’s current holdings are as follows: Long: Union Pacific (UNP) put options; Air Products (APD) put options; Nasdaq 100 (QQQQ) put options; Bookham (BKHM; Ballard Power (BLDP); Syntax Brillian (BRLC); CMGI (CMGI); Genentech (DNA - Annual Report; Ion Media Networks (ION); Three Five Systems (TFS); IShares Japan (EWJ); StreetTracks Gold (GLD); Starbucks (SBUX); U.S. Oil Fund (USO); Plantronics (PLT) call options; Short: Starbucks (SBUX) call options; Landstar (LSTR - Annual Report) put options; Plantronics (PLT) put options; […]

    February 5th, 2007 at 5:06 pm

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