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ARMH

ARMH# Stock

L*n2010-01-27 08:01

1 楼

Different sources had point to ARMH inside the Ipad. sounds to me it's like
QCOM at the early stage of cell phone boom. the chart looks great. bot some
call today.
http://blogs.forbes.com/greatspeculations/2010/01/27/apples-ipad-has-arm-holdings-inside/

j*42010-01-27 08:01

2 楼

乐大牛，上次给那两个pick怎么处理

L*n2010-01-27 08:01

3 楼

SIGM basically not able to withstand market correction, but it's too late to
sell because it's at multi-month low. i would cut if it drop and close
below $10. most likely it'll rebound with the market the next couple day.
consider selling around 11. 20 if the rebound is weak.
SIRI is strong. hold or add half of the position here till ER.

l*r2010-01-27 08:01

4 楼

今天好像没什么消息，为什么量这么大？

L*n2010-01-27 08:01

5 楼

i'm very puzzled about this one as well. There has to be something that we
don't know.
good thing i just loaded some calls, and March expiration, so the game is
still long.
Possible cause:
simply run too long and too high, correction along with the market.
rumors about IPAD chips, there are hundreds
QCOM got a beating today, their business modal are very similar.

l*r2010-01-27 08:01

6 楼

嗯，这次调整那些过去半年一直单边上行的股票都砸的很厉害，GOOG/FCX/WDC等等，不
知到ARMH能不能守住trendline ...

L*n2010-01-27 08:01

7 楼

前面有一段时间的consolidation，没看见有什么出货的迹象，这个更象是和ipad有关
。当然也不排除拉高出货。

【在 l*******r 的大作中提到】

: 嗯，这次调整那些过去半年一直单边上行的股票都砸的很厉害，GOOG/FCX/WDC等等，不
: 知到ARMH能不能守住trendline ...

L*n2010-01-27 08:01

8 楼

ARMH see heavy premarket activity today after the ER release. up 5% so far.
I'm more leaning toward the 10mil share sell off as a heavy hand washout. If
that's true, we could see sharp run up in the coming week. still holding a
large number of March $10 calls.

L*n2010-01-27 08:01

9 楼

this is just freaking amazing. the heavy wash off did it's trick. gap up and
a powerful 10% run up will leave all those washed out far behind. Nobody
even dare to enter the at the money call. last time i check the $10 call
volume is just 1!

l*r2010-01-27 08:01

10 楼

vely vely nice pick.