Doctor Jack's Stock Medicine

Tol

Shorted 5 blocks at 32.49

Imcl

Ditto. It sure didn't take long for heads to roll, either, did it?

Looking forward to trial results in NSCLC, pancreatic, earlier-stage CRC, and angiogenesis inhibitors.

Rob, the company's cash reserves has increased by 27% from last quarter!

[Rob]

I'm very excited about Ichan taking over the IMCL's board as chairman.

Ditto. It sure didn't take long for heads to roll, either, did it?

Looking forward to trial results in NSCLC, pancreatic, earlier-stage CRC, and angiogenesis inhibitors.

Rimm

Shorted 1 block at 137.86

Jack,
IMCL is trading at about $29.75. The DEC $30 call has a premium of $.90. Is this something you'd be interested in, or do you see more downside for IMCL? Yes, I know the call isn't deep in the money, as per your usual style of trading.

INTC: are you a buyer of INTC at this time?

MRVL:still hot on this one?

I like all three stocks you mentioned. I'm very excited about Ichan taking over the IMCL's board as chairman. He did reject a takeover of IMCL at 36/share, thinking the stock could do at least a 48.

[New-born baby]

Intc/imcl/mrvl

Jack,
IMCL is trading at about $29.75. The DEC $30 call has a premium of $.90. Is this something you'd be interested in, or do you see more downside for IMCL? Yes, I know the call isn't deep in the money, as per your usual style of trading.

INTC: are you a buyer of INTC at this time?

MRVL:still hot on this one?

Intc

In a note sent to clients, HSBC analyst Rohit Pandey stated that he has changed his bearish outlook on INTC, citing several facotrs: 1. An edge over competitor Advanced Micro Devices Inc. 2. The ability of INTC to deliver earnings growth despite inventory concerns. “We believe that Intel has a better handle than Advanced Micro Devices on the cost side of the equation — both on the product and operating costs. On the revenue side of the equation, we believe that pricing and product superiority remain key drivers,” Pandey wrote.

In an interview with INTC CFO Andy Bryant, UBS analyst Alex Gauna realized that Intel’s margins hit a cyclical bottom in the third quarter. “Operating margin should expand in 2007 as 45 nanometer process technology leadership and the benefits of Intel’s restructuring enables lower costs,” Gauna said in a note to investors

Jack
Is this statement about a drag on future earnings for several qtrs going to provide some instability in near term qtrly earnings ??

from this ams report.

http://yahoo.businessweek.com/technology/content/nov2006/tc20061129_946652_page_2.htm

Marvell's overall financial performance—and the company has been one of the best performers in the semiconductor sector—could suffer for several quarters to come. Marvell expects the acquired business to break even by the end of 2007. Charlie Glavin, an analyst with Needham & Co., says it's more likely to take 18 months

Glavin's comments about the integration process of MRVL's purchase of INTC is purely specualtive. His aim of 18 months versus 12 months could not be proven by an evidence-based methoda, be it benchmark check or trials. That said, the time frame could be 5 months or 24 months. One should always refrain from crystal ball type of predictions

[grebnet]

Mrvl

Jack
Is this statement about a drag on future earnings for several qtrs going to provide some instability in near term qtrly earnings ??

from this ams report.

http://yahoo.businessweek.com/technology/content/nov2006/tc20061129_946652_page_2.htm

Marvell's overall financial performance—and the company has been one of the best performers in the semiconductor sector—could suffer for several quarters to come. Marvell expects the acquired business to break even by the end of 2007. Charlie Glavin, an analyst with Needham & Co., says it's more likely to take 18 months

Intc

Bought 8 blocks at 21.13. Looking for an intraday bounce here. If not, then I would have accumulated a nice position… especially from the 21.82 level that I last sold

Sold at 21.34

Mrvl

I bought 8 blocks at 20.11 to 20.13, and wrote 800 Dec Calls for 1.05/contract. The prospects of MRVL keeps improving. Until I see otherwise, I won’t stop accumulating or trading the stock.

sold at 20.62, and covered calls at 1.10/contract

Mrvl

Added 5 more blocks of MRVL at 20.11 and wrote 500 DEC 20 calls at 90 cents/contract.

sold at 20.62, and covered calls at 1.10/contract

Don't get your knickers in a twist, Jack. Let's see where it is at lunchtime.

Yes, MRVL!!!!!!

http://yahoo.businessweek.com/technology/content/nov2006/tc20061129_946652.htm

Jack

Another very good and informative article. Thanks for the insight.

youre very welcome. The information contained is never before revealed or presented in any associated press type of coverage. We strictly searched Forms 8-K and 10-K of 2004 through 2006-- which are presented by the compnay to the SEC. For that matter, i don't trust any private firm analyst's report; theyre all crooks and it's hard to hold what they write accountable in court.