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04:42 PM 11/20/09

GOOG (Msges, Tweets) - Google Chrome - largely irrelevent threat to MSFT (Msges, Tweets): pc requires SSD (why?), internet connection, login to google. MSFT (Msges, Tweets) TP $31.

08:33 AM 11/20/09

GME (Msges, Tweets) earnings results review underway - currently have a TP (target price) $32

04:57 PM 11/19/09

DELL (Msges, Tweets) weakness surprising when AMD (Msges, Tweets) and INTC (Msges, Tweets) were strong last qtr. "Commoditized"-based products hard to invest in.

12:01 PM 11/18/09

FDO (Msges, Tweets) TP $32 ... GME (Msges, Tweets) TP $32 / ATVI (Msges, Tweets) TP $17 /NTES (Msges, Tweets) TP $32 ... research slowly paying off on kaChing. CREE (Msges, Tweets) Closed, FV $38 to be reassessed.

09:12 AM 11/14/09

Fair value calculation for CREE (Msges, Tweets) on kaChing was $38.At $47 it is a "tad" beyond my target price. NFLX (Msges, Tweets) approaching $61 TP (target price).

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