GC: This really hurts... but if you are short BIDU... BOOYA! BIDU hit the moon on day one and had nowhere else to go but down, way down over the short term. It remains to be seen if BIDU can survive the me-too-ism of the internet search sector, especially once GOOG starts spending its new $4 billion plus war-chest on acquisitions and new technology.
However, MOBL is a different matter. MOBL is setting up for its moonshot which is probably a ways away, but should trend upwards over the next several quarters with a spike here and there as it garners new citywide contracts and new acquisitions, especially as WIMAX rolls out bigtime in 2006 and 2007. Volatility, as you know, goes with the territory of microcaps, but MOBL appears to be getting the cash it needs to keep on chugging until the Street recognizes its rising star. I'd short BIDU in a nano, but shorting MOBL is too risky... as you are probably learning... the hardway. The potential loss is googolplex. Cover now and reap the future! BOOYA!
"Growth is all that matters!" CRAMER
