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Got ILMN second serving @ 25.89 em
IN PFE @ 24.14, second serving ABB @ 12.70 em
Covered very old QQQQ short hedge @ 40.10 for .57 In ABB @ 13.55, got IFN (India Fund) yesterday @ 53.55 - both long term holds. Have ILMN, UTEK, TINY, NSTC for trades. Bit the bullet on very old HPQ short, covered for a big ouch.
Some of my OB's filled today, hope I want 'em. UTEK @ 18.40 and NSTC @ 11.44. Still have ILMN @ 28.27. Will add to all 3 on Monday if offered. Happy with my 3 servings of TINY @ 12.12. Still have old QQQQ short at 40.67 as hedge against longs. Will cover if Q's dip under 40.
ILMN - stepped back in at 28.27 on the close. I'm wondering if tomorrow morning might make me wish I'd waited...
TINY - now have three servings, average cost 12.16
Sold ILMN 29.96 for 1.24 em
Bid of 28.72 on ILMN just got filled. em
Sold UTEK final serving 21.62 for .83 em
Sold 2nd serving UTEK 20.68 for .75 em
Sold other half of long term CSCO position 21.86 for 3.91
Sold 1 serving of UTEK 20.05 for .76 - have two more servings at higher prices.
Bought 2nd serving of TINY 12.12
VPHM and FORD :
VPHM net income 8.2m vs. 17.4m, down 52.8%
FORD net income 64k vs. 2.0m, down 96.8%
Ouch...
SNWL - beats by $0.02, beats on revenues, guides Q2 above consensus.
SonicWall reports earnings of $0.02 per share, excluding non-recurring items, $0.02 better than the Reuters Estimates consensus of $0.00; revenues rose 25.2% year/year to $39.8 mln vs the $36.9 mln consensus. Co issues upside guidance for Q2, sees EPS of $0.03-0.04, ex-items, vs. $0.02 consensus; sees Q2 revs of $41-42 mln vs. $38.8 mln consensus.
In TINY @ 12.76 and got 3rds on UTEK @ 19.26 em
Got second serving of UTEK at 19.93 em
Had an OB on UTEK at 20.79. Just got filled. Got another order at 20.29
Out of CBMX @ 2.20 for .41
Still like it, but bird flu momo temporarily gone. Earnings came out yesterday, not loving the tone. 1.85 - 1.90 looks like a good reenty point.
Out of UTEK @ 22.78 for .68
CC going on now, will wait for volatility.
Got 1 serving of UTEK @ 22.10 -
EPS .06 vs <.02> estimate
Revenues up 24.6% to 34.9m vs 31.5m estimate
CC at 11:00 am
Out of PFE @ 24.75 for .57
Another round of "fed done" euphoria. Won't last, I'm gonna take some profits.
Got a serving of PFE at 24.18 - (lod, woo hoo!)
ILMN - raises earnings and revenue guidance. I had one serving at 24.22 and another at 22.18. Sold both earlier today at 24.67, net 1.47.
<<< "suppiort" the traitor >>>
Please, MH, seek help.
Ben Franklin said the definition of insanity is doing the same thing over and over and expecting different results.
Posting political junk over and over again - on a "No Politics" board, and expecting the rest of us to jump on
the hysteria wagon = insanity.
ILMN - had an OB at 24.22, come back from lunch to find it filled. Hope I want it.
CBMX news - CEO to appear on CNBC's "Squaw Box"
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--March 28, 2006--Acacia Research Corporation (Nasdaq:ACTG - News; Nasdaq:CBMX - News) announced today that the company's Chairman and CEO, Paul Ryan, is scheduled to be a featured guest on CNBC's "Squawk Box" on Wednesday, March 29, at 6:10 AM EST.
<<< Bird Flu, the list >>>
You forgot CBMX - holds patent for H5N1 testing.
CombiMatrix (CBMX) - Influenza A Typing Microarray can identify all strains of Influenza A, including the pathogenic H5N1 strain that has a roughly 50% mortality. Recent studies by CombiMatrix and others indicate that there are multiple sub-strains of H5N1. Some of these are highly pathogenic, some less so, and each may exhibit different responses to drugs such as Tamiflu®. CombiMatrix's system can differentiate highly pathogenic from less-lethal flu strains and identify strains that may be resistant to therapy, by tracking mutations and recombination events in the genetic makeup of the virus. The system functions even as new mutations appear in influenza strains, maximizing the chance that, as new strains emerge, they can always be detected. In addition, this system can detect mixed or multiple infections of influenza of a single bird or human.
http://biz.yahoo.com/bw/060306/20060306005341.html?.v=1
OT <<< Statins and Tagamet >>>
Yes, statins can interact with Tagamet in the same way. Along with grapefruit juice and Tagamet (cimetidine), other CYP3A4 inhibitors to avoid are ranitidine (Zantac), warfarin (Coumadin), digoxin, and erythromycin. Also, I think niacin and some antifungal medications are also contra-indicated.
OT - <<< grapefruit juice >>>
Grapefruit juice is a CYP3A4 enzyme inhibitor. It affects the potency and clearance of drugs that are metabolized via the CYP3A4 pathway. Medications affected include antihistamines, calcium-channel blockers, immunosuppressants, sedatives, erectile dysfunction drugs, and protease inhibitors. Another surprise CYP3A4 inhibitor - though much stronger than grapefruit juice and much more of a danger to takers of protease inhibitors - is Tagamet!
<<< NVAX - "I am in it from the $3 levels and in big" >>>
NVAX now at 8.31! Congrats on a huge win! My bird flu gambit is CBMX, and I thought being in big from 1.79 to 2.36 was nice. I too am holding to see how things play out.
MRGE - here's the second shoe dropping, this may get ugly....
March 17 (Reuters) - Merge Technologies Inc. (MRGE) on Friday said it delayed filing of its annual results for 2005 and that its management concluded that the company's financial statements for the second and third quarters should no longer be relied upon.
The provider of medical imaging and information management software cited revenue recognition and tax accounting issues related to its June 2005 acquisition of Cedara Software Corp. among reasons for the delay.
CBMX - Combimatrix Granted Key Nanotechnology Patent enabling unique proteomics technology and products.
http://biz.yahoo.com/bw/060316/20060316005227.html?.v=1
CBMX already has a Bird Flu testing patent, and this new patent is a winner, too. CBMX now up .17 to 2.11 on nice volume. I'm in big at an average of 1.79
Cramer on CNBS - his 3:30 "stop trading" segment - he looked and sounded frazzled. Complained about the Fed always going too far, and "what goes up today goes down tomorrow..." I thought he was gonna do a verse of "It's Hard Out Here For A Pimp" !!
<<< VTO buy signal tonight >>>
Are the VTO boys still in business? Their site hasn't changed since Feb 15th, or else something's wrong with my computer.
http://www.vtoreport.com/
<<< SI guru Dale Baker says ignore the daytraders >>>
Remember SI's Rande Is? He too has become an "invest, don't trade" advocate. Postings on his site are few and far between these days, but this disturbing little tidbit came out just today;
"Well, just when I thought this whole game couldn't get any more manipulated and corrupt, along comes real-time supercomputers that (according to reports from within Wall Street) reveal the next move of the small investor to those power houses that play against them as part of doing everyday business. This advantage is extremely powerful and unlike any we have seen before."
http://www.siliconinvestor.com/subject.aspx?subjectid=24011
<<< Anyone see value in TLAB? >>>
Dueling analysts make for a good trader.
Baird analyst Kenneth W. Muth said that TLAB supplies BellSouth with between $150 million to $200 million in access equipment and between $20 million and $25 million in optical equipment. "AT&T is deploying its fiber-to-the-node architecture with Alcatel, which could replace TLAB's equipment," the analyst wrote.
Pacific Crest analyst Tim Daubenspeck, along with others, saw the merger as a "substantial positive" for Paris-based Alcatel SA, but called concerns that Tellabs may be "nudged out" as a BellSouth supplier "overblown."
Took profits on half my long term CSCO position. Out @ 21.06 for 3.11
MRGE - heard enough on the CC to throw in the towel. Out all positions (1 yesterday, 2 today) for 3.17 loss... ouch...
<<< Greenberg down on MRGE on CNBC >>>
He's a permabear on MRGE. Everytime he trashes it, it dumps for a few hours and then recovers. Don't know what he said today, but his old story is that MRGE is at risk because a high percentage of its revenues come from 1 customer. But, that 1 customer sure likes doing business with MRGE. Last Q earnings and revenues were blow out numbers...
In Play - CombiMatrix 1.87 up .19! CBMX launches next generation of its Influenza A surveillance technology; 4X2K format for all Strains of influenza A, including H5N1:
Co announced today that its CombiMatrix group has launched its Influenza A detection and genotyping technology on the CustomArray 4X2K platform. CombiMatrix's 4X2K Influenza A Research Microarray is a member of the CatalogArray product line and can detect and accurately type flu strains using a protocol that requires less than four hours start to finish, at a cost per test much lower than with the earlier CustomArray12K version. This microarray can identify H5N1 bird flu.
Also, CBMX reported yesterday. Revenues up 600%, other metrics as expected.