Check out this handy chart:
http://www.geekologie.com/2009/07/22/computer-hardware-2.jpg

Week 5: Buffalo please.
Risky, but if I make it far enough, I will need some good teams available later.

San Francisco for week 4 please.

Week 3: Philadelphia
Thanks

Washington for week 2.
Thanks

Week 1: Baltimore

Most frustrating, I agree. Seems to be working now.

Yes. ATP won't accept my trade.

Nice gain. May want to keep an eye on SLW too.

PAL
Here's one to put on your watch list. Note yesterday's volume. Don't know if it can continue the move, but this chart looks promising.



PS: Thanks for the link to the instructions on posting charts.

Week 3: New England

Week 2: Seattle

Up today on massive (relatively) volume. Guess I should have bought more at .13. Moved just a bit fast for me. (j/k)

Week #1: Pittsburg

The Claymore/Delta Global Shipping Index ETF (SEA) launched on the NYSE Arca exchange Monday. According to the press release [PDF], SEA will be the "First ETF to Provide Investors Access to 30 Companies in Fast Growing Shipping Sector." The fund will seek to replicate, before expenses, the performance of the Delta Global Shipping Index, by investing a minimum of 90% of its assets in Index components.

http://seekingalpha.com/article/92669-claymore-first-to-land-global-shipping-etf


Top Fund Holdings as of 8/25/08

Name	                     Weighting 
 EUROSEAS LTD	                5.72 % 
 SEASPAN CORP	                5.46 % 
 DIANA SHIPPING INC	        4.84 % 
 DHT MARITIME INC	        4.74 % 
 OCEANFREIGHT INC	        4.74 % 
 PARAGON SHIPPING INC	        4.73 % 
 GOLDEN OCEAN GROUP LTD 	        4.71 % 
 STAR BULK CARRIERS CORP	        4.47 % 
 DANAOS CORP	                4.45 % 
 FRONTLINE LTD	                4.11 % 
 NAVIOS MARITIME HOLDINGS	4.08 % 
 KNIGHTSBRIDGE TA	        4.06 % 
 TEEKAY TANK-CL A	        3.92 % 
 HORIZON LINES INC	        3.91 % 
 TSAKOS ENERGY NAVIGATION	3.74 % 
 GENERAL MARITIME	        3.53 % 
 SHIP FINANCE INTERNATIONAL LTD	3.38 % 
 GENCO SHIPPING & TRADING	3.32 % 
 EAGLE BULK SHIPPING INC	        3.30 % 
 TEEKAY LNG PARTNERS	        3.27 % 
 ALEXANDER & BALDWIN INC	        2.29 % 
 DRYSHIPS INC	                1.81 % 
 MITSUI O.S.K. LINES LTD	        1.75 % 
 OVERSEAS SHIPHOLDING GROUP	1.66 % 
 EXCEL MARITIME CARRIERS	        1.65 %

Now that one moved quick. Makes me wish I hadn't written those calls so quickly... Now trading 2 points above my exercise price. Just wish I was really this good a pickin' 'em.

SOL
Bought for 19.73.
Sold Jun 22.5s (SOLFX) for 2.00.

I agree with iconoclassic; I don't care for your new interface. Please either allow us a choice or change it back.

Thanks,
Jay

Intel makes spectacular claims for SSD technology 9:22AM, Friday 4th April 2008

Despite Intel's plan to focus on its Atom processor at this spring's IDF, the news of its foray into solid-state hard disks means many attendees had other ideas.

While backroom tech sessions on the Atom-based nettop and netbook platforms were sparsely attended, a queue about 100 feet long snaked from the door of one already-full briefing room.

In that room was Knut Grimsrud, an Intel Fellow and director of storage architecture at the company. During the technical briefing he outlined the general performance of the drives, and made some astonishing claims for Intel's upcoming SSD devices in comparison to the competition.

Grimsrud presented Intel's devices against the competition in terms of three areas: endurance, power and performance.

Endurance is a key factor that's been impeding the take-up of solid-state drives since flash memory wears out if it's written too many times.

Grimsrud kicked off half an hour or so of amazing bravado by declaring the endurance of Intel SSDs should be roughly 50 times better than the competition.

That barrier comprehensively destroyed, he moved on to power consumption. Grimsrud claimed that although the Intel SSD uses around twice the power for read and write operations, it does them so much faster than competitors' drives that the actual total energy consumed for a given operation is reduced by about half.

Finally, he presented a graph of performance results which made some of his other statements look positively conservative. If they're to be believed, the read and write performance of the SSDs will be several hundred times faster than the competition.

The bad news is that Intel is flatly refusing to give details on pricing or a release date for actual devices.

But Grimsrud reiterated what was implied yesterday: that Intel will be producing and selling complete SSDs itself, not just providing the technology behind them to traditional hard-disk manufacturers. "We'll be providing the entire device: it's not just going to be a bag of chips," he said.
David Fearon in Shanghai

http://www.pcpro.co.uk/news/184464/intel-makes-spectacular-claims-for-ssd-technology.html

Yes, that definitely needs to be one of my watch candidates. Thanks for that, Joe.

FXI calls
Pretty late in the day for me to be mentioning it, but this morning I did finally sell the FXI Apr 135s for 8.50. Tried for 9, but after the first half hour, it was evident I wasn't going to get that. I'm thinking that if FXI trades back down to the 130s in the next few days, I will buy them back. Might be able to do a couple of trips this way.

I saw. Very nice. I've been trading it with some success, but I like your buy/write better. I have my current batch from 134.5, trading other shares in the 120s.

Some others to consider, but not right now:
GS if they knock it back down to the 150s.
UYG at or below 30.

Gold stocks if/when HUI gets to 380.

I will trade out of the calls if the stock drops back into the 50s. Very nice premiums on this one.

I have SOLF and have a sell in for the Apr 12.5s @ 1.50. Looks like it could get there today.

Also looking at FXI, the Apr 135s. Don't have an order in, but I'm thinking I could perhaps get 8 later today.

I traded DUG, but not the calls. Have an order in @ 39.50. I'd write calls if it spiked.

DRYS
Sold Apr 65s for 4.50

Build your own SSD:
http://www.guru3d.com/article/memory/506/1

Thank you Dr. Zeev Hed
for showing how to be a true gentleman on the message boards.

Rest in peace.
Jay

DIY laptop
http://seattlepi.nwsource.com/lifestyle/342958_consumertech11.html

Why bother with the expense of a case?
http://tides.ws/2007/11/26/now-that-is-what-i-call-assembling-a-pc/

This one is good:

http://lifehacker.com/software/geek-to-live/make-the-most-of-your-dual-monitors-317479.php

Check out "Extend the Taskbar Across Monitors" and follow the links. Very nice little utility.

Like anything else, it is best to go with the school's recommendation:

Missouri School of Journalism undergraduate and graduate students who began their studies at MU after the Fall Semester 2005 are required to have wireless laptop computers. To meet this requirement:

* Each year, the school recommends two or three configurations for all entering freshmen and graduate students. The minimum recommended configuration is a wireless laptop computer with the Microsoft Office suite of software.

* Additional software may be required in some specialties by the time students reach the junior year or in specific graduate areas of emphasis. Photojournalism majors, for example, will need to purchase Photoshop, a program for toning photographs for publication.

* Students are encouraged to acquire wireless laptop technology from Apple, which the School has designated as its preferred provider, but students also will have a choice of a Windows-based alternative. Last year, 99.5 percent of incoming students chose the Apple option.

* The base-level student computer configuration, including software, will cost $1,400 or less. More expensive models with more features will be available for those students who desire additional software and technological capabilities.

* Students will be given financing options to amortize the cost over four semesters through TigerTech at University Bookstore, Brady Commons. Students with documented need (as determined through the FAFSA filing process) may include the cost in financial aid packages.

http://journalism.missouri.edu/undergraduate/computer-requirements.html

PRGN
I have a relatively large position in this shipper, but am somewhat worried about it in light of Cramer's interview with the DSX ceo. That whole sector could be in jeopardy. If I was to sell at the closing price Friday, I'd be taking a small loss. I'm not sure what to expect, but that is my big one for tomorrow and it very well might be a loser.

I'd consider playing CROX again but just with a small position. I'm not real comfortable holding it for fundamental reasons. I don't know if those ugly shoes are a fad or will they be around for a while. It doesn't appear that there is a big barrier to entry in that niche if they really are going to be around. Still, there is another day, I believe, before it stabilizes.

Cash seems like a very nice thing to have now, especially if you have it in something other than US dollars.

CROX trade (Newly, you asked...)
I have no special talent for trading these dropping knives. I have been caught on the other side of this sort of trade often enough that it would seem to be more luck than anything else that I was on the winning side of this one, for a change.

I was in SNDK during that drop and didn’t bail ‘til much too late in the game. I have noticed a few things about these big negative movers that I used to my advantage this time.
1. Unless you are very agile, if you are in one of these when the news hits then the best time to bail is now.
2. These things take about three days to play out (CROX has finished day 2).
3. Long term charts are very good to find turning points during the drop.
4. Patience. Many of these turning points are not hit on the first day.

I’m not much of a day trader and have never before traded CROX. There is nothing I find fundamentally attractive and I had no idea where the run would end. I did look at the various charts on Wednesday evening when the earnings news hit and saw the reaction. After checking the 2½ year weekly chart, it seemed to me that the inflection at the 42.5 to 45 area looked like a good support point, especially since that is an area of good supporting volume. I put in an order at 45 on Thursday, but of course that didn’t hit. Thursday evening, I thought about it some more and figured there would be a good chance, but I had better plan the whole move or I’d get shaken out early. Friday morning, I put in bids for 45 and 44. As luck would have it, they both hit. I put in sells for both positions at 50 and left for a 2-hour walk. When I got back, I was pleased to see that all of it had sold. I did not really think that 50 would hold, nor did I think it would be a good idea to try it again on Friday, unless they brought it back down below 45. Being gone during this period kept me from being greedy and changing my sell point.

The difficulty and danger in this kind of trade is that you are really matched against the pros. Still, for the most part they see the same things I see and it is the people that have bought into CROX during its run that they are trying to stampede. I picture a herd of cattle with cowboys at one side, gun a blazin’ getting the herd going in one direction, then a bunch more at another point shooting away at another point to scare the herd and get it going in another direction. If I’m in the herd (which I have been many times), I have a hard time picking the critical points and tend to panic with everyone else. It is easier and safer to watch from afar, pick your entry, exit, and stop points carefully and ignore whatever else is going on. “Plan the play and play the plan,” as Dr. Zeev Hed has said enough times.

Anyway, it worked for me this time. The shares I bought at 44 were in my brother’s account, which I control. I also had him in SNDK, for which we took a loss, so this makes up for that one a little bit.

Jay

LMRA
Head's up on this one.

Lumera Corporation Announces Order for 100 Gbps Modulator
Thursday November 1, 8:30 am ET
Revolutionary Modulator is First of Its Kind in the World

BOTHELL, Wash.--(BUSINESS WIRE)--Lumera Corporation (NASDAQ:LMRA - News), a leader in the field of photonic communications, announced today it is now readying for launch its 100 Gbps electro-optic polymer modulator that will become the first known modulator in the world to transmit at 100 Gbps data rates. Additionally, Lumera announced it has received an order from a well known research institution for the modulator. Specific terms of the contract were not disclosed.

ADVERTISEMENT
Earlier this month, the company introduced its 40 Gbps modulator and indicated that market dynamics were quickly shaping to support its upcoming 100 Gbps product. Lumera sees bandwidth demand increasing rapidly as system designers are developing higher bandwidth networks to meet market requirements.

The market opportunity for a polymer solution rests in the material's ability to optimize bandwidth while keeping power needs, and resulting heat, at low levels. This is something that existing crystalline materials cannot accomplish efficiently.

Professor Larry Dalton, an award-winning professor at the University of Washington and a global expert in the development of electro-optic materials, believes that the time for a shift to a disruptive technology such as electro-optic polymers is now at hand.

“For modulators based on crystalline technologies the bandwidth is compromised as you lower the driving voltage,” said Dr. Larry Dalton. “To solve this dilemma, Lumera’s electro-optic polymer modulators are the best and, right now, only known solution, as they offer simultaneously low driving voltage and extremely high bandwidth.”

“We are at the crossroads of a significant shift occurring in the way communications networks are built,” said Dr. Joseph Vallner, interim CEO of Lumera. “As communications demands continue to increase, the adoption of polymer technology as a reliable alternative to crystalline materials will become critical. Lumera expects to be a leader of that evolution.”

For its part, Lumera expects to aggressively market the unique value proposition of its modulators to system developers by demonstrating that polymers are a superior and reliable alternative to crystalline materials.

About Lumera

Lumera is a leader in the field of photonic communications. The company designs electro-optic components based on proprietary polymer compounds for the communications/computing industries. The company also has developed proprietary designs and processes for fabricating such devices. For more information, please visit www.lumera.com.

Certain statements contained in this release are forward-looking statements that involve a number of risks and uncertainties. Factors that could cause actual results to differ materially from those projected in the company's forward-looking statements include the following: market acceptance of our technologies and products; our ability to obtain financing; our financial and technical resources relative to those of our competitors; our ability to keep up with rapid technological change; government regulation of our technologies; our ability to enforce our intellectual property rights and protect our proprietary technologies; the ability to obtain additional contract awards and to develop partnership opportunities; the timing of commercial product launches; the ability to achieve key technical milestones in key products; and other risk factors identified from time to time in the company's SEC reports, including its Annual Report on Form 10-K, and its Quarterly Reports on Form 10-Q.

http://biz.yahoo.com/bw/071101/20071101005495.html?.v=1

Your welcome. I still have my 4 "people marks," but then there's no accounting for taste.

http://investorshub.advfn.com/boards/read_msg.asp?message_id=23816546

I'm a swing trader by nature. I cannot make money day trading. I do trade, though, so I don't get the benefit of long-term holding tax breaks. Just gotta' do what you do best and don't worry about what others are doing. I have nothing but admiration for the successful short-term trading crowd. You do well with the way you trade. I wouldn't change a thing.

I think ELN makes up a quarter of my portfolio. If I had less of it, I'd have bought more SNDK.

Well, congratulations for having common sense. I think we're going to 60 at least, but hell WDIK.

SNDK
I don't know, maybe I'm stupid, but when it dropped down to 48 (and below) I bought all I could afford, which really isn't that much. Why oh why did it sell off like that? I'll just keep doin' what I'm doin' 'cause it makes money, but I swear I'll never understand what goes on...

Story of my life. Hit me with a 2 x 4. Still, hadn't paid any attention to it before this morning, so it is a freebe. Hope you do well with it.