Replies to post #277489 on Zeev's Turnips Patch-No Politics (ZEEV)

[marketmaven]

Same old game Zeev- Snorters Pumped by MMs (maybe they'll get tired of this post Nov 3rd...)

Heavily shorted stocks spiking intraday as traders come off the sidelines, join in rally : Among the heavily shorted names posting big gains today are NVEC +3.82 (85% of the float is reported as sold short), APPX +3.73 (52% of float), XMSR +0.67 (33% of float) SSYS +3.30 (23% of float), PLMO +3.70 (17% of float), ELAB +2.32 (15% of float)... Briefing.com will be updating its list of highly shorted stocks on the Small Cap Focus page later today.

1:07PM palmOne rally to new 52-wk high is being attributed to short-covering; short interest in the name reported at 17% (PLMO) 41.40 +3.90: -- Update

MSTR- our desk was called by FBR to SELL- they won't even publish on it- Wedbush wants the business...LOL

FBR- (MSTR) Reit Outperform Yesterday evening Regeneron released Q2:04 results. The company posted a loss of $0.26 compared with our estimate of a loss of $0.24 and the consensus loss estimate of $0.30. Our estimates going forward are changing from a per share loss of a per share profit of $0.17 in 2004 from a profit of $0.22 and to a loss of $1.46 per share in 2005 from a loss of $1.35.

Wedbush -(MSTR) Reit Buy MicroStrategy posted solid results for the second quarter of 2004. Although somewhat shy of our revenue estimate, Microstrategy beat the consensus; for EPS, the company trounced our estimate and the consensus. We continue to model above the upper end of guidance We have lowered our 2004 EPS estimate from 2.70 to $2.63 but maintain our 2005 EPS estimate of $2.15. We are lowering our price target from $65 to $55, reflecting compressed sector valuations. Our price target implies an EV/FCF multiple of 12x (a discount to its peers) and a P/E multiple of 26x (in line with its peers); we believe that the company deserves a premium valuation given its strong momentum and positioning at the very high end of the BI segment. MicroStrategy's improved financial condition, strong new-product cycle, and highly defensible competitive position set the groundwork for what we believe will be excellent results for the second half of 2004 and 2005. Key risk factors include increasing competition (including newer entrants such as the large application vendors) and dependency on seven-figure license transactions.

[jrintl]

Wow Zeev if we are strong up here next 2 weeks, the 'powers' certainly have taken every opportunity to shake the trees as we climb.

However, as the saying goes, nothing "good" in life is easy? g

[mudcat]

out iaci 27.66 +.26
cat

[extelecom]

Zeev, I have not seen you issue any changes to the roadmap other than to say it is delayed, are you still looking for the 2300+ around mid August or have you lowered the map and I missed it?