Zeev,
your cute. I am following you in your short cree. Market's getting to be kind of fun again. When are you coming to france??

JimQuinceH,
I would love to know how you calculate your 'turn dates' because as I have followed them over the last year they have been really off the mark and rather deceptive as a public announcement. Maybe I am incorrect in my own reading of these calls you make, so please do educate me.
Thanks in advance,
A

Zeev, will you talk to the turnips and get them to wiggle an ear or 2 and give an indication whether we end up or down today.

Thanks
AK

Zeev, is TZOO safe now??

Zeev, are you interested in BRCD pre-earnings??

Zeev, your roadmap seems to be playing out. NOT 'foutu' after all. What would you like to see more to confirm the map in its present (wecus) form?

Short TSRA FFIV PCU.

AD, the Norwegians are lying!!

Shack, it was a joke, but look at the shuffle design. Maybe not such a joke after all. syna

AAPL and SYNA. Found this and thought it interesting.
http://www.bbspot.com/News/2004/09/new_ipod.html

Zeev, don't know what to expect with OVTI. They did 83 mil in revenue last qtr which was light from guidance they gave in August. They have new CFO and they guided this qtr to 96-106 mil rev. I think they have set the bar too high. Also, think they will get gobbled up sooner than later. I am still holding some shares from way back.

Zeev, OVTI reports the 28th. Would you buy before earnings??
Jeez, what a vocabulary..

Zeev,HAUP comment might be reason for luke warm reception. "we started our Sarbanes-Oxley Section 404 internal control compliance work, and the costs of documenting and implementing this compliance program will affect the our results for the remainder of the fiscal year."

Zeev, map looks like it's foutu.. Nu? 2040 looks about to be taken. Now what? Without the extreme highs is 1st leg og Nassacre tobe put off until April/May?

EAP check out energy and oils stocks. All big Dow components. Tech getting sold. Oils and Energy are this decades theme. Just like tech was the theme of the nineties.

EAP check out energy and oils stocks. All big Dow components. Tech getting sold. Oils and Energy are this decades theme. Just like tech was the theme of the nineties.

Money leaving techs big time. Oils and energy trading like tech in 1995-96.

Zeev, SHOP has only 6.4 mil float. Eventually, over 20 mil shares will hit the market after lockup end of April . PLAY is getting sold off. They gave a great cc during Weisel tech conference. May have caught SYNA flu since they too do business with Apple. Also, their 90 day lockup hits about now. Bought some today. Sure hope DELL doesn't disappoint.

Zeev, there is a first lockup after 90 days, but that happened in
January. Those shares sold are minimal compared to those of 180 day lockup release. Sorry for the error. I am following you in SHOP.

Zeev, SHOP I believe is going through first lockup that happens 90 days after IPO.

Zeev don't you think ARBA is the better play than PLUS?

Oils and energy on a tear again today. How to breakk the tech habit?

Zeev, SYNA downgraded by First Albany and BS. Curiuos what your game plan is. I guess they were all dumpinng yesterday. You think this is another SWIR?

90% of SYNA float traded so far. Zeev, I like SHOP site a lot. Can they make money??

Now SGTL. This qtr big earnings winners getting killed.
Maybe AAPL FFIV and Macromedia next.

Almost 70% of outsatnding shares traded so far.

Zeev, don't understand why SYNA doesn't defend stock after yesterdsys press and today?? Any ideas..

CORRECTION: PLAY lockup expiration end of April not March. Apparently, 1,000,000 insider shares to be sold 90 days after prospectus , shich puts it right about now.

PLAY Zeev did around 44 mil revenue. The float is about 6 mil. and the outstanding shares are 22 mil. Insiders own over 72%. It's not @ 30 but should be. It's trading @ 19 now. Lockup expiration is in March. I think, like Google that insiders are already dumping. So, why do I feel my age posting on this board. I ask that after having a very good French Moulis 2000 from a very good smallviticulteur-2000.

PLAY should be trading in the 30's. Maybe quick bounce after presentation @ Thomas Weisel conference wednesday. To play maybe after lock up expiration and end of first leg of Naz Nassacre.
Why do I feel my age posting on this board?

SYNA busting out.

INSP slowly coming back. They had a fantastic qtr.

PLAY lockup coming up in March. So I wouldn't expect much action before then.

Anyone playing SINA before earnings?

Thanks Zeev. Maybe watching for a turn in European bourses will presage the top on your side of the ocean in Feb.. FTSE 100 CAC 40 XETRA DAX all making highs for this year. They have been on a tear. Industrials and Banks particularly strong.

Zeev, Now that the jobs report and Fed is out of the way you still think we can make a run for your Feb high. Also, do you still like OVTI?
Thanks
Akirsch

Zeev two things.1, do you think OSTK has reached near tem bottom here. And 2, here are a list of oils today. They are like tech WAS..APA CRK PCO SLB SUN UPL VLO. Look where they are today. This is a miniscule list. I am tracking about 30 stocks and they have been a tear last 2 weeks.

akirsch

Looks like money coming out of tech and going into oils and metals.
Hoping for a pull back soon. Short UPL VLO PCU. These stocks are trading like tech used to. RTO VLO SUN TOT COP COG and a ton more except their PE's are around 10.

Tough to really embrace energy and metal commodities. SOOO politically incorrect. Excavation for oil from oil sands involves heavy excavation. SUN an early developer of Alberta oil sands has been on a rip this last week. A good trading stock.

Lee this should help.

http://www.oilsandsdiscovery.com/oil_sands_story/resource.html