After enduring a few days of taking punches to the scrotum in VHC, I caught a respite. Gains for the day stand at 1.6%, putting me +3% for the year.
Here are my current holdings, listed inside of The PPT
The yen isn’t going down, it’s being destroyed. Pay attention to Japanese equities, for they are by far the most attractive macro story in the world right now. Their new leader, Abe, is hellbent on creating inflation. Think of “The Bearded Clam” times 100. That’s Japan. They are the quantitative canary in the coal mine.
Patiently, I await the judgement of Leonard Davis, presiding over the VHC v AAPL trial. After this event is concluded, VHC will prepare to wipe the floor with CSCOs attorneys, who, by the way, assisted AAPL in this trial and LOST.
Wins ahead gentlemen. Enjoy the ride.
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Hybrids looking rich, no?
Not sure I would put my faith in a Judge that has the first name of “Leonard.”
Good Judge names would be Oliver, Samuel, Levi, Louis, and Harlan.
That’s not true.
When you can sit in these comments, praising $368 million judgements, then you may besmirch the name of the good judge.
The “New” Fly – profound, but not profane…..prodigious, but not ptofligate….pretentious, but not perfect….more….
NOT perfect? Blasphemy!!!
Banned!
If anyone was paying attention to my pound the table recommendation of AMCC, you’ve nearly doubled your investment … Congrats … But there’s more to come!
A friend of mine loves amcc
Good call
Thnx!
Please share with us (for those like me who missed) your thoughts on this company…blistering run up. WOW!
AMCC is partnered with ARMH in low power/high efficiency server market where ARMH has no exposure yet. AMCC is a full year ahead of the competition in 64 bit processors and the world will need to worry about power use as that market explodes in next few years.
And that’s just #1 …. from the 1st Qtr Transcript list:
“Number one, X-Gene our ARM 64 bit server platform comprises the world’s first 64 bit server plus multi-core, multi-gigahertz ARM processor server on chip integrating low power, high performance networking and connectivity interfaces along with our custom built revolutionary 64-bit ARM core and our own scalable terabit fabric. Madeira, the world’s first CMOS 100 gig coherent transmitter silicon platform, our break through technology will power the world’s interest data center packet routers and switches enabling cloud service to talk to each other across high speed low latency links.
Gearbox, the world’s first 28 and 32 gig CMOS backlink translation devices which connects server chips and racks together seamlessly allowing unprecedented densities for cloud servers within the data center. Number four, PQX family the world’s first OTN and Ethernet platform and the industry’s leading converged any port, any protocol chipset that connects enterprise private clouds to service provider telecom networks.
Number five, Packet Pro family, our embedded processor products that combine power and ARM processor architectures and serve as the foundation for enterprise and cloud gear including top of the rack switches and wireless access points. All of our investments have portions that will be leveraged into the X-Gene platform and along with Tier 1 strategic basic developments will contribute an estimated $150 million to $200 million excluding X-Gene to our top line over the next 18 to 24 months.”
Well done, Teahouse.
I jumped in after you recommended it (loved the prospects, etc), but i got shaken out when it dropped to the low fours. Great job sticking with your thesis.
Plenty of last minute TradeBot shenanigans going on with INTC.
They report in 2 minutes.
The margins can’t be good.
Ha Ha. I see they released them while I was typing the above.
Oh Damn, you got to pay more attention!
http://ibankcoin.com/flyblog/2012/11/21/fuck-with-turkey-get-stuffing-kicked-out-you/#comment-330939
I pay attention to what you post.
Didn’t you comment (as CubsRock)back in early ’08 talking up DHI when it was $8.50? It’s about 21.00 now.
It’s all about welfare folks.
Prsc
This is going to $25 easily. People love the welfare…
I have added to my radioactive corn and wheat today
$URA $CORN $WEAT
Will APPL run up with the VHC announcement? i.e. the closure for AAPL will be good?
I think your bang on with your thesis on Japan.
Nikkei up over 2% tonight!
I like SNE and DXJ.(DXJ because I’m Canadian)