Doctor Jack's Stock Medicine

[Rob]

It's a buy here with heged calls. The projected growth of 25% at 23 times forward earnings is achievable.

Which one, Doc? YHOO? or EBAY? (The link is to EBAY info.)

[Jack Haddad]

Intc

Folks, INTC is a strong sell. Yes, I understand that I should not make a powerful and certian statment like that, but the 18.60 daily resistance failed again after the first attempt on 6/19/06. Besides, look at the anemic volume.

[peanuts]

Purchased 3 blocks at 15.50 When a solid track record like Vertical Group is buying AMMD, I want to be on their side. The group has a solid track record with other investments, including Wright Medical Group, Lifecore Biomedical and Ventana Medical Systems. Vertical Group also recently spent $7 million to boost its stake in Ev3 by 500,000 shares (see Inside Scoop, "Vascular Firm Gets Another Injection," May 13, 2006). Vertical Group has traded this stock in the past. They last sold American Medical shares from November 2003 to December 2004. In eight separate transactions, Vertical Group sold approximately 785,000 shares at average prices ranging from $11.01 in November 2003 to $21.42 in December 2004 (prices are split-adjusted).

I initiated a mid-term position at 15.28 about 5 minutes ago. Small enough to matter, but not big enough to care.


Chuck Norris does not sleep, he waits.

[Jack Haddad]

Which one, Doc? YHOO? or EBAY? (The link is to EBAY info.)

it is EBAY

[Websman]

Folks, INTC is a strong sell. Yes, I understand that I should not make a powerful and certian statment like that, but the 18.60 daily resistance failed again after the first attempt on 6/19/06. Besides, look at the anemic volume.

I'll have to see if there are shares available to short...

[Rob]

I Like EBAY

it is EBAY

Cool, Doc. I like EBAY. Here's a chart.

[Jack Haddad]

Ebay

[QUOTE=Rob]Which one, Doc? YHOO? or EBAY? (The link is to EBAY info.)[/

It's Ebay

[Jack Haddad]

Goog

According Bear Sterns and data from released from ComScore, Google could grow sequential net revenues north of 11%, to $1.7 billion. The have raised their net revenue estimate to $1.7 billion from $1.63 billion.

[Jack Haddad]

Aapl

With BBY announcing that they will be selling Apple Macs, Apple's growth in the second quarter may be inhanced. With the company’s new product pipeline and an improving competition position, with an OS update coming by year end, Apple is well-positoned to outperform over the next several quarters.


Meanwhile, Rebecca Runkle of Morgan Stanley said that she expects a bunch of new Apple product soon, including a new Nano, a Mac Pro to replace the PowerMac, a new video iPod and possibly an upgraded operating system-- All of which should help accelerate revenue momentum in C2H06.

[Jack Haddad]

Amd

Bought 1 block at 25.16 and sold 100 July 25.00 calls for 1.45/contract. After a nearly drop of 40% since Feb of 2006, the stock has reached a fair value. I also believe that the price war between INTC and AMD will boost PC demand in the second half of the year. At $25.16, AMD shares trade at 15 times 2007 GAAP earnings estimate of $1.65.

[Jack Haddad]

Intc

This coming Monday, Intel launches the Woodcrest processor at 10:00am pacific time. Industry analysts include the following:

A. Original equipment manufacturers (OEMs)
B. Operating system vendors (OSVs)
C. Independent software vendors (ISVs)
D. Industry alliances and standards bodies

This dual-core processor launch is significant because it is the first product built on the new Intel Core microarchitecture, and is manufactured using the company’s industry-leading 65-nm process technology. Early reviews and analyst reports show Woodcrest has a strong competitive advantage over server processors from AMD. Later this summer, Intel will extend its energy-efficient performance leadership with additional dual-core, 65-nm products -- the Conroe and Merom processors for desktop and mobile platforms.

[Jack Haddad]

Msft

Talks have been circulating at Merrill lately in ragards to a 50 billion plus hostile takeover of YHOO by MSFT. It has been the view of Merrill that Googles ongoing traffic share gains and greater focus on building a software platform (recent spreadsheet launch and Adobe partnership) increase acquisition probability. Consequently, such a takeout would highly increase YHOO's and EBAY's stock valuations.

[Jack Haddad]

Aapl

Sandy Ward and John Aiken, head of research at Majestic Research, advised against Apple (AAPL), citing slowing growth in iPod revenues. The see second quarter iPod sales of 7.3 million units, which would be significantly below even the recently reduced estimates of other analysts, which are running 500,000 to 1 million units higher. While this may be true, how much of this news had already been baked in the price of the stock? I think quite a bit.

[DSteckler]

Talks have been circulating at Merrill lately in ragards to a 50 billion plus hostile takeover of YHOO by MSFT.

I've been waiting for something like this to happen. I always assumed EBAY was also in their gunsights.

[RL]

DR. Jack Is time to buy INTC and EBAY?