Seeking Alpha
  • Sunil Shah
    yes the market is not entirely mad. they see STX's warning is a boon for WDC. i see eps for june of $3. street consensus 2.50. buy!
    7/6/12
    Reply (5)
    • OneLongTrade: Surprised you're not talking about the CRM debacle today on the back of the INFA warning. I'm guessing you're still short?
      7/6/12
    • Sunil Shah: CRM biggest short in my 'illustrious' career. cost me a tonne, but now in the money. the best cloudesque value i have for CRM is $90.
      7/6/12
    • OneLongTrade: I entered into puts again yesterday after not faring so well the last time. This next leg looks to be pretty ugly. INFA gave me confidence.
      7/6/12
    • Sunil Shah: you go dude. crm going down. wdc is the best buy i have seen in 10 years.
      7/6/12
    • Sunil Shah: wdc is going to 50$ in a year or less.
      7/6/12