MICRO Insider Technology Ideas

[exit301]

There may be other places that may be better for a long term investment, trying to find a good longer term 1.5 - 2yrs that I can add to monthly that has some risk but also a lot of potential to make a nice return.

[exit301]

I agree in the short term that it would very risky playing this short but Im looking at Jan 2013 puts. I just dont think that they could sustain this pps 2 years from now. Just seems waaaay over valued at this point. I think its a strong company but just not worth $240+ share. I could see it around $100 in a few years maybe.

[Mt. Blanc]

NFLX under pressure...tanker now?? $240++

Gamers must exit soon....

mb

[Insiderbuys]

That one is tough. Every time I think it will fall off a cliff it comes roaring back. I am not the best one to ask because my luck with shorts lately has been terrible.

From a technology stand point I do not think they will be the top dog in their market in the long term. I do think Amazon and Apple get a nice piece of that pie.

I have been sticking with the Calls for now.

I added some NOK and CSCO leaps last week

Insider

[exit301]

What do you guys think about shorting NFLX long term? I have some money that comes from an employee stock purchase plan, its not much, about $100/month that I am thinking about funneling into some long term leap put options on nflx every month. Was thinking Jan 2013 puts at $100 or so. Is this a good idea?

Thanks

[Losingmoney]

I think it is possible, but it will be an uphill battle, they will have to revamp their entire marketing strategy. Nursing homes will not keep the share price up, they need to cator their Nook (electronic book) to schools / generation X to compete with Amazon.


Losing

[Insiderbuys]

Lets start a thread on BKS

Does Barnes & Noble survive the technology move to paperless books or EBooks?

Insider

[Insiderbuys]

I agree I have dropped the ball on this one. I will try to get this one rolling

Insider

[Losingmoney]

Insider is really dropping the ball on his Technology board, ug



Losing

[Losingmoney]

Insider, where is your take on the whole mobile market?



Losing

[Insiderbuys]

I will be posting my take on the the whole mobile market later this week


Insider

[Insiderbuys]

Dell is trying to make the transition into the Mobile market with the Dell Streak

http://www.dell.com/content/topics/topic.aspx/us/segments/bsd/mobile-streak?c=us&cs=04&l=en&s=bsd&~ck=mn

The issue with Dell is that they don't spend a lot of money on Reaserch and Development. They will let say IBM develop a certain technology and then Dell will do the best at picking that up and selling it at a great price. So they are allway a little behind the cutting edge. They still dominate in the Server and desktops for the business markets. In the long run they will be fine. I am betting on that with 2013 LEAPs



Insider

[Insiderbuys]

I do not think that Dell will have it turned around in the next few months. I would buy options a little further out.

Insider

[Insiderbuys]

NXPI on fire today. My July 17.5 Calls are looking great

Insider

[iheartmoney]

i meant the 14 Jan options not the 15 .... but it was a great day ...missed it ..

[Losingmoney]

Lol, ya Insider posted that huge buy on our microinsider board, that was one sign that DELL is not done, nobody throws that kind of money at a company without believing in it!


Losing

[iheartmoney]

i was about to pull the trigger and buy DELL (15 jan calls) calls this AM .. they where at about 20 cents ...closed over 32 i think ... but i chickened and i cant stop thinking about it!

[Losingmoney]

DELL

Read Insiders post on DELL, looking good for the future:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57985182


Losing

[Insiderbuys]

I do like Cisco (CSCO) but they are not growing at the pace they once had. Smaller competitors are eroding its dominant market position. Juniper Networks Inc.(JNPR), for instance, is just a fraction of Cisco's size but has grown revenue steadily over the past few years. Last month Juniper projected that fourth-quarter sales will be up at least 17 percent over the same quarter a year ago and Cisco is growing at about 5-6%.

I do like it as a long term play. Look to get long term option (LEAPS)if you want to play the stock. Buy the Jan 2013 calls and tuck them away for a year. If nothing happens in 1 year then sell your LEAP while it still has 1 year of Option value

Insider

[truckking]

Board marked buddy

[Med.rare]

boardmarked

[ljtoomey]

Nice!

[514]

you may like this one

[Insiderbuys]

No problem Game. The idea is for all the followers to make money. No BS around here just good trading ideas and strategies

Enjoy

Insider

[game7alcs]

ok great. Thanks..

[Insiderbuys]

Both. I will post stocks that I buy and ones that I am looking into. NXPI is one I have been doing my DD on and I thought I would post it. It needs a pullback becuase it has run up way to quick.

Insider

[game7alcs]

Hey Insider, are you posting only one's you are invested in or are you putting some out just for DD? You guys are building nice trading options here with the additons of options and now this. I think it's great..

[ljtoomey]

Board Mark ! :0)

[Insiderbuys]

Any ideas welcome. Post your Tech Stocks that you think could be big moving forward.

Insider

[Insiderbuys]

NXPI

The nexus S phone is one of the first to have the NFC (Near Field Communications).

http://www.nearfieldcommunicationsworld.com/2010/12/07/35385/google-unveils-first-android-nfc-phone-but-nexus-s-is-limited-to-tag-reading-only-for-now/

In this article you will find the a company called NXP, they make the chip for samsung. They also make the "power management system" for the IPAD. The stock is NXPI and it has been on fire as news picks up about the future of Near Field Communications. The bigest feature will be the mobile payments capabilities


If Apple uses NXPI for it's NFC then this stock could blow up.

I just found this article. This explains why the stock has gone nuts lately

http://news.cnet.com/8301-31021_3-20013874-260.html


"Apple raised some eyebrows over the weekend when news spread it had hired an expert in mobile payments.

But now there's a report that says the company is already testing a prototype iPhone with near-field communication (NFC) chips inside, which could pave the way for using future iPhones as a mobile wallet.

TechCrunch heard from an unnamed source that on Tuesday Apple is testing an iPhone with NFC chips it's ordered from NXP Semiconductor. It's not clear what kind of tests, and it could be very preliminary in nature. But coupled with the hire of Benjamin Vigier from mFoundry as mobile payments product manager, it does seem possible that Apple could be planning to open up its premier product to the world of commerce outside of iTunes.

First, what is NFC? It's a technology that allows data to be sent wirelessly over very short distances, around 4 inches. It sends data from a chip inside a device like a phone, to a payment terminal, or even another device. While mobile payments is an obvious use--this is used in places outside the U.S. for things like paying bus or train fare--it's not the only one. It could also be used to transfer data between devices very near each other, say an iPhone and a laptop.

But using it for payments seems like almost a no-brainer for Apple, which has 150 million credit cards already hooked up to iTunes accounts, as CEO Steve Jobs announced in June to its annual meeting of developers. Plus, this is a burgeoning area of the wireless world. There are applications being built for iOS devices as well as Android and other platforms that enable mobile payment, so why not just build a contactless payments feature right into the iPhone hardware? (For an overview of the current state of mobile payments, see my colleague Jessica Dolcourt's post from Friday.) "