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red hawk

red hawk
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  • Heavily-shorted Fusion-io (FIO +10.9%) soars after Piper says it believes the flash memory module vendor is working on an OEM deal with Cisco related to its popular UCS server line. Piper adds Cisco could become a 10% customer in the next 3-4 quarters, and that top customer Facebook could generate $201M in 2012 revenue. In addition, Fusion-io, which primarily relies on the server market, is announcing Fusion ioFX, a solution meant for workstations handling content creation apps.  [View news story]
    Fio is one of a 10 great candidates to be the next Apple soaring stock.
    Some tech experts say FIO's technolog is a cutting-edge solution.
    Bear it in mind, check the odds, advise with pro-experts.
    Apr 13 01:45 AM | Likes Like |Link to Comment
  • Google (GOOG) reports earnings after the close today, and many investors are urging the company to follow Apple's lead in declaring a dividend. Google's cash has almost doubled since 2009 to $44.6B, and Google is the only U.S. tech firm with a market value over $125B that doesn’t offer a regular shareholder payout.  [View news story]
    Goog or FB - This is a question

    FB is awsome. It's market valuation rose 14 time to $Bn 122 since Dec-2006. The coming May-2012 IPO is expected to be huge success. Don't doubt it. I won't be surprised if the price will climb 25% !!! But ---- it seems all future expectactaions are already fully & deeply priced. Even with a $Bn 1.8 net income in Yr-2012 a 60+ P/E is too expensive.

    Google is a totally different story - With a current P/E ratio of 20 (Apr-2012, Share $635), most of it's future fast growing plans are hardly priced. The Dec-2012 target of $700 is quite conservative. For a $1,000 Goog will have to work very hard.

    A $1000 optimized allocation between GOOG & FB will be $650 for GOOG vs. $350 for FB.
    Apr 12 03:03 AM | Likes Like |Link to Comment
  • Microsoft Has 25% Upside Potential, But Wait For A Pullback [View article]
    Microsoft can withdraw from a peak of $34 to $27. With a great honor to valuations, psychology of hysteric investors fleeing from risk to safe havens comes first. Buying below $27.125 can be quite good bargain.
    Apr 10 03:23 PM | 1 Like Like |Link to Comment
  • "The market can drop 400 today and Apple (AAPL +0.8%) will close up," writes The Fly, who says the action reminds him of Dell in 1998 - going up $3/day while the rest of the market cratered. Eying a chart of his GARP (growth at a reasonable price) index (of which, Apple is a member), he thinks it looks top-heavy and ready to fall.  [View news story]
    Oh, what a great DEJA-VU to the 2011-dot com crash.
    I remember great stocks like emc, broadcom (brcm ), broadvision (bvsn), network-solutions (nsol), nortl (nt), jdsu- 15%-25% up a week, every week, we all have been blind. we / I thohghy they would climb forever.

    Apple is agreat company with great management and great products. But it is already "in the price". A healthy & necessary drop of 75-150 points will cool some of the investors.

    It's all relevant for FB - Go & check the numbers. A value of $ Bn 122 for 2012 $Bn 2 is a p/e of 60!!! it's a great copmany but with a very expensive mrkt cap.
    Apr 10 11:58 AM | Likes Like |Link to Comment
  • While most stock markets worldwide will be closed for Good Friday tomorrow, the monthly employment report will be released as usual at 8:30 ET. Investors will have a short window to react as trading of stock index futures contracts will be open until 9:15. The Treasury market will remain open until noon. (preview here)  [View news story]
    On his statement this week Bernanke has made it very clear -
    The us economy continues to improve by the pace is moderate. Markets expectation are too hogh. Investors are too optimistic.

    It's time to re-estimates market values, to re-balance all risks and figure the real economic values of equities, currencies & bonds.

    A market with maybe only 10 leaders (AAPL, IBM, INTC, MSFT, CHKP, KO, PEP, NKE, TGT) climbing while thousands of stocks declining, is a clear sign of a coming pullback of 5% to 8%. Such pull back is necessary for future summer rally, only if the main nacro econ indicators will support it.

    Apr 6 07:06 AM | Likes Like |Link to Comment
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