Seeking Alpha
  • Ashraf Eassa
    Um, what's going on with $FIO?
    1/3/13
    Reply (16)
    • FortSumter: There's a continuing concern (fiscal cliff aversion notwithstanding) that 1Q for tech stocks will be weak.
      1/3/13
    • Ashraf Eassa: Oh. Heh. Well, as per my stream post, I sold $FIO the other day, and am looking for a re-entry.
      1/3/13
    • Julius Ferraro: Thoughts on $FTNT? Looking at buying them today
      1/3/13
    • Ashraf Eassa: I haven't studied them, but I can certainly take a look at it, Julius.
      1/3/13
    • Julius Ferraro: Thank you. much appreciated
      1/3/13
    • Whitehawk: Momo stocks get hit with dollar strengthening
      1/3/13
    • Ashraf Eassa: Whitehawk: excellent point.
      1/3/13
    • wheelz23: ftnt had coverage initiated as equal weight, this probably brought fio down
      1/3/13
    • Austin Craig: i think i have a good idea what is going on.. maybe I'll write it up :)
      1/3/13
    • Sal Marvasti: No not at stocks are hit
      1/3/13
    • Ocean Man: $MLNX sympathy.
      1/4/13
    • Ashraf Eassa: OM - Great point! $MLNX and $FIO have been WS momo darlings for quite some time, so they do tend to trade together...ish. :-)
      1/4/13
    • SKS1586: Are FIO & MLNX involved in same type of business? Therefore are they competitors as opponents?
      1/9/13
    • Ashraf Eassa: Nope, FIO and MLNX don't play in the same field. But they are both levered to enterprise spending.
      1/9/13
    • SKS1586: Thanks a million. I bought FIO today after understanding it, your SA article on FIO on 12/26. Are you thinking of buying too?
      1/9/13
    • SKS1586: Besides enterprise spending, what is the Technology similarity in them, if any?
      1/10/13