Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=55649We are looking for a few good people to identify their own skillsets as investors and provide us with the results of their in depth research. By dividing the labors and reporting what we find here we can see much more than we could as individual investors. We need to collaborate. Effective colla...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5564938013210bruwinSergio H is a great fan and proponent of 'Gaps'. If ever there was an example of Gaps then ZIOP has shown a MAJOR Gap !!! I wonder if, or when, that one will get filled ??http://www.siliconinvestor.com/readmsg.aspx?msgid=289128395/24/2013 2:20:29 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289123375/23/2013 7:43:57 PMThe OxWRONG! lol VVUS convertible is very disappointing news....pretty much put a stop to any further run it might have had in it. http://www.siliconinvestor.com/readmsg.aspx?msgid=289119615/23/2013 4:03:46 PMThe OxLNKD showing a some what similar short term setup, like FB. Break below today's low would invalidate. EDIT huge gap below probably going to be retested at some point......fwiw [graphic] [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=289118225/23/2013 3:11:13 PMThe OxFB on a buy signal, stop should be enforced if it fails below $24.71, as that was the bottom of the previous dip. Buy signal hit when FB traded around the low of $24.71 in early session trading then traded higher at the start of the regular session. Would be a "perfect" short term double bottom setup......http://www.siliconinvestor.com/readmsg.aspx?msgid=289111135/23/2013 11:06:21 AMThe OxWell, we had a week's worth of correction in the last 3 hours. Rally into the close or more hard down? Probably sideways.....http://www.siliconinvestor.com/readmsg.aspx?msgid=289094535/22/2013 2:49:17 PMThe OxAll 3 have done very nicely of late. Hard to tell if it's only the market's rise or if we are really starting to price in the rebound that is expected in these stocks during the second half of this year. We sold CREE a while back and have regretted it, especially since we didn't keep some profit stock. I don't recal...http://www.siliconinvestor.com/readmsg.aspx?msgid=289090945/22/2013 11:57:19 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289090445/22/2013 11:37:47 AMThe OxI almost did exactly that, thinking it worked out well for you the last time!! LOLhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289090325/22/2013 11:32:52 AMrichardredThe chart is starting to look very good. I just though the group looked undervalued relative to forward earnings that have good potential to materialize. From what I've generally seen through several quarterly CC of the semi's and equipment suppliers. Although current orders seem flat and future orders are not on the...http://www.siliconinvestor.com/readmsg.aspx?msgid=289089985/22/2013 11:22:36 AMSultanhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289082665/21/2013 11:25:11 PMReturn to SenderI always watch AMAT. I still own some you know. You know Ox... My KLIC short trade might do better if you would just call me crazy again. Could you do that again please. LOL, RtShttp://www.siliconinvestor.com/readmsg.aspx?msgid=289082525/21/2013 11:07:23 PMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289075065/21/2013 4:22:42 PMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289074985/21/2013 4:18:22 PMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289074805/21/2013 4:11:23 PMThe OxJust a note on your KLIC short. I would suggest you watch AMAT closely. It has been basing for the entire month of May. If it were to break to the upside, I would be inclined to believe it will take the sector higher with it. Likewise, the opposite is most likely true as well. If AMAT breaks down, then the SCE sto...http://www.siliconinvestor.com/readmsg.aspx?msgid=289071005/21/2013 1:46:48 PMThe OxSFY and ECA appear to be holding to the pattern. ECA made a nice head fake drop this morning.http://www.siliconinvestor.com/readmsg.aspx?msgid=289069005/21/2013 12:51:06 PMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289068945/21/2013 12:47:21 PMThe OxSFY and ECA showing signs of the reversal process. NE, APC hit 52 week highs today, too.http://www.siliconinvestor.com/readmsg.aspx?msgid=289055815/20/2013 5:52:54 PMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289054575/20/2013 4:54:52 PMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289052745/20/2013 4:04:09 PMThe OxHere's more color on our approach, as I don't believe I've mentioned this in the past: Buy into rebound plays with oversized positions and then take out your initial capital. Leave the profit in stock. We've also taken the opportunity (when it arises) to diversify in a sector with our "left over" profits. For exam...http://www.siliconinvestor.com/readmsg.aspx?msgid=289046245/20/2013 11:53:27 AMThe OxNice call on CY...so much for my view that you may have had to wait a bit with that one!![graphic] [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=289045465/20/2013 11:24:48 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289044715/20/2013 11:03:54 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289044605/20/2013 11:00:34 AMThe OxVMW dropping huge early...may be worth a bounce play later in the day....volume starting to pick up below 76http://www.siliconinvestor.com/readmsg.aspx?msgid=289044385/20/2013 10:53:27 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289043785/20/2013 10:33:43 AMRobert OOx you are quite right here. I started to watch VXX some time back and indeed watchers of the real time trading thread will note I made almost 1k in two days finally playing it (only to watch it skyrocket a few days later lol). nonetheless we now see it at yet another all-time low. It certainly does NOT track the VI...http://www.siliconinvestor.com/readmsg.aspx?msgid=289009125/17/2013 3:49:32 PMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289005015/17/2013 1:22:08 PMThe OxI've been doing more watching of the XIV-VXX in relation to SPY. I'm convinced it's main usage should be for insurance or a hedge. Most traders will be much better served to play the SPY long or short, and leaving the XIV/VXX more or less alone. Options volatility appears to be "gamed" more often than not. Way to...http://www.siliconinvestor.com/readmsg.aspx?msgid=289004755/17/2013 1:14:02 PMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289002405/17/2013 11:50:52 AMThe OxVVUS convertible is very disappointing news....pretty much put a stop to any further run it might have had in it.http://www.siliconinvestor.com/readmsg.aspx?msgid=289002325/17/2013 11:48:08 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289002275/17/2013 11:45:37 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289002245/17/2013 11:43:48 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289002215/17/2013 11:42:13 AMThe OxAs the market goes up, there have been many opportunities to play the reversal watch candidates listed on this thread. Over and over they are bouncing or in full rebound modes. It's been a very easy approach during the bull market run. Not all choices are going to work or work immediately. But more are working than...http://www.siliconinvestor.com/readmsg.aspx?msgid=288998895/17/2013 9:34:04 AMThe OxI've said it before and I'll say it again....the market they never let fall.... What is it? 18 or 20 Tuesdays in a row that are up? LOL Shorts getting absolutely crushed or dying the death of a thousand cuts....nothing too big in any one day but over and over and over.........up we go!! Since Nov's rebound, I don'...http://www.siliconinvestor.com/readmsg.aspx?msgid=288967575/15/2013 5:28:49 PMThe OxI was away from the trading for the better part of the afternoon. Not enough history to say that 1 million shares trading is a big deal. I find it slightly humorous that there's already a lawsuit filed against the company. As I stated in my earlier comments those who were hoping they'd blow out their first report I...http://www.siliconinvestor.com/readmsg.aspx?msgid=288861635/10/2013 2:36:57 AMLabradorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288848835/9/2013 2:50:05 PMThe OxI agree that the market is punishing MRIN. Not uncommon with IPOs. They needed/wanted funding so they come to the stock market but the first few quarters or even years can be judged harshly. Volume isn't huge, so it's quite possible you're seeing dumping of positions bought since the IPO, those who were hoping they'...http://www.siliconinvestor.com/readmsg.aspx?msgid=288844735/9/2013 11:48:36 AMLabradorMRIN is cratering. $1.43 GAAP loss for the first quarter. Yikes. Loss was $10.5M vs last year's loss of $6.8M. Chris Lien, founder and CEO, opened the conference call today saying "We posted strong results in Q1 further validating our leadership position...." Somehow I don't think that investing public agrees wi...http://www.siliconinvestor.com/readmsg.aspx?msgid=288844135/9/2013 11:26:42 AMThe Oxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288831515/8/2013 5:44:10 PMThe OxPretty impressive to watch nearly 4 million shares hit the tape over the course of 5 minutes to keep FIO from going above $14.25. I'm guessing someone wasn't ready to cover just yet<giggle>.....http://www.siliconinvestor.com/readmsg.aspx?msgid=288819265/8/2013 9:54:13 AMThe OxNow we know why 40% of the float was shorted for FIO.....might be a long term opportunity setting up? EDIT - Price to Sales down to 3 @ $13.50......http://www.siliconinvestor.com/readmsg.aspx?msgid=288818405/8/2013 9:10:01 AMThe OxFusion-io Announces Management Changes Shane Robison Named Chairman and Chief Executive Officer [graphic]Press Release: Fusion-io, Inc. – 24 minutes ago SALT LAKE CITY, May 8, 2013 /PRNewswire/ -- Fusion-io, Inc. ( FIO) today announced that Shane Robison has been named Chairman, Chief Executive Officer and President, ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288818185/8/2013 8:56:47 AMThe OxOclaro (NASDAQ: OCLR) reported Q3 EPS of ($0.37), $0.06 worse than the analyst estimate of ($0.31). Revenue for the quarter came in at $141.6 million versus the consensus estimate of $148.14 million. Oclaro sees Q4 2013 revenue of $132-144 million, versus the consensus of $159.5 million.http://www.siliconinvestor.com/readmsg.aspx?msgid=288808775/7/2013 5:04:49 PMThe OxTerrific close for ALLT. Nice volume to support the move. Let's see how it trades going forward.http://www.siliconinvestor.com/readmsg.aspx?msgid=288807495/7/2013 4:02:56 PMThe OxALLT misses on revs and eps. Confirms stock price weakness. We slowly double our position in the high 10s and low 11s but cut our position by 60% during yesterday afternoon's run up. Micro cap in the telecom/network segment that still has potential. Comfortable holding the smaller position for now. May add on seve...http://www.siliconinvestor.com/readmsg.aspx?msgid=288796385/7/2013 9:18:31 AMThe OxHard to tell. Revenue growth appears to have slowed significantly but earnings power looks very solid. Going private at such a relatively small premium could create a situation where they are eventually forced to increase the offer. Again, hard for me to tell.http://www.siliconinvestor.com/readmsg.aspx?msgid=288796145/7/2013 9:01:08 AMRobert OBMC Software Inc. (BMC) you think this one gets sweetened a little before it goes thru -tiny premium. cash deal though. I realize it's been somewhat 'in play' for a while though.. either way about 2% return for a prob 6 month hold might be decent risk reward for someone like me anyway. ps ironically less to fall if...http://www.siliconinvestor.com/readmsg.aspx?msgid=288783225/6/2013 3:24:06 PM