The lastest short position on the Nasdaq
Largest Short Positions
Rank Oct. 13 Sep. 15 Change
1 Cisco Systems Inc 53,924,304 52,002,242 1,922,062
2 Global Crossing 46,734,684 34,647,239 12,087,445
3 Veritas Software 45,745,646 38,971,335 6,774,311
4 Intel Corp 37,031,445 47,059,115 -10,027,670
5 WorldCom Inc 35,994,509 29,021,722 6,972,787
6 JDS Uniphase Corp 35,645,145 31,765,257 3,879,888
7 Globalstar Telecom 35,455,766 36,417,240 -961,474
8 Amazon.com 35,407,282 32,298,535 3,108,747
9 McLeodUSA Inc 35,277,290 35,274,335 2,955
10 Yahoo! Inc 33,636,969 28,649,460 4,987,509
11 Read-Rite Corp. 27,655,094 26,333,790 1,321,304
12 E-Trade Group Inc 27,320,287 27,279,293 40,994
13 Nextel Com Inc. 26,576,069 27,534,190 -958,121
14 Dell Computer Corp 26,288,221 31,622,399 -5,334,178
15 Microsoft Corp 25,482,065 25,004,520 477,545
16 Internet Cap Grp 18,417,244 15,061,258 3,355,986
17 Atmel Corp 18,240,557 17,572,175 668,382
18 CMG Inc 17,625,637 15,540,771 2,084,866
19 NTL Inc 17,185,336 16,641,050 544,286
20 Silicon Storage 17,098,581 14,480,000 2,618,581
Since most of us are long, I went Yahoo for the short side.
"if ssti does not preanounce earnings..make sure you dump
it before they come out...stock could be cut in half if the
disappoint." 11/17/00
"I think that there is a misunderstanding about SSTI's
product(s). I think the street is betting that low-density
code storage will go the way of the slide-rule, the buggy
whip, and the 8086. They dont believe this company is for
real. They believe its just a matter of time before their
products are obsolete." 11/17/00
"Atmel Announces Exclusion Order to be Enforced Against
SST, Sanyo and Winbond
SAN JOSE, Calif.--(BUSINESS WIRE)--Nov. 16, 2000--Atmel
Corporation (Nasdaq:ATML - news) announced today that the
United States Court of Appeals for the Federal Circuit has
lifted the temporary stay issued on October 23 with regard
to the International Trade Commission's (ITC) order of
October 16, 2000 (the ``Order''). " 11/16/00
"In a nutshell, the reason nobody holds this stock very
long is that it really is one big POS. Even the
institutions that tout 45-65 target prices won't support it
and dump in the teens. In fact, the institutions are
shorting the piss out of it. Mom & Pop investors are not
responsible for 17M shares short.
The only thing SSTI has is IP and in a few years that IP
will be obsolete and worthless. If SSTI had any future it
would have a 200+ pe like a true winner. At least that's
the view big money has on this POS." 11/16/00
"They will be doing something shortly or their future is
limited to current production capacity. The current stock
price doesn't enable them to raise capital through stock
offering." 11/16/00
"Then there was the AMAT slowdown." 11/15/00
**************
SSTI said no preannouncement so this not a problem.
The lawsuit may account for the high short interest in October.
I haven't studied the suit, so can't comment.
The obsolence issue was addressed in many CCs.
SSTI going after low density market.
Unlike the buggy whip, the revenues are growng.
The current capacity is not a problem since they are outsourcing.
The Yahoo board is out of control. Sort of like letting
the Elgin Mental Health Center inmates loose.
Yahoo needs a political discussion thread, because people
have no where to vent and they won't pay to join SI.
Anyone check the AMTL longs view of the suit?
Jack |
